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HUB Investment Partners’s SPDR Gold Trust GLD Stock Holding History

HUB Investment Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-700
Closed -$249K – 998
2025
Q3 		$249K Buy
700
+200
+40% +$63.7K 0.01% 621
2025
Q2 		$152K Buy
+500
New +$151K 0.01% 648
2024
Q4 		– Sell
-2,000
Closed -$13.8K – 622
2024
Q3 		$13.8K Buy
+2,000
New +$458K ﹤0.01% 545

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HUB Investment Partners's GLD Position: Q1 2026 in Review

HUB Investment Partners increased its SPDR Gold Trust (GLD) stake by 165% in Q1 2026, buying an estimated $7.06M and bringing the position to 25,287 shares worth $10.9M. The position accounts for 0.26% of the portfolio, ranked #74.

HUB Investment Partners first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • HUB Investment Partners held 25,287 shares of SPDR Gold Trust worth $10.9M as of Q1 2026.
  • HUB Investment Partners bought 15,760 SPDR Gold Trust shares in Q1 2026, an estimated $7.06M.
  • SPDR Gold Trust made up 0.26% of HUB Investment Partners's portfolio in Q1 2026, its #74 holding.
  • HUB Investment Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.