Intelligent Financial Strategies’s SPDR Gold Trust GLD Stock Holding History

Intelligent Financial Strategies’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
2026 Q1	–	Sell	-775	Closed	-$307K	–	66
2025 Q4	$307K	Hold	775	–	–	0.15%	33
2025 Q3	$275K	Hold	775	–	–	0.13%	35
2025 Q2	$236K	Hold	775	–	–	0.13%	35
2025 Q1	$223K	Hold	775	–	–	0.12%	36
2024 Q4	$188K	Hold	775	–	–	0.1%	38
2024 Q3	$188K	Hold	775	–	–	0.1%	38
2024 Q2	$167K	Hold	775	–	–	0.1%	40
2024 Q1	$159K	Sell	775 -265	-25%	-$50.9K	0.1%	42
2023 Q4	$199K	Hold	1,040	–	–	0.14%	41
2023 Q3	$178K	Hold	1,040	–	–	0.13%	42
2023 Q2	$185K	Hold	1,040	–	–	0.14%	42
2023 Q1	$191K	Hold	1,040	–	–	0.15%	43
2022 Q4	$176K	Sell	1,040 -235	-18%	-$37.9K	0.15%	44
2022 Q3	$197K	Sell	1,275 -122	-9%	-$19.6K	0.21%	46
2022 Q2	$235K	Hold	1,397	–	–	0.24%	45
2022 Q1	$252K	Hold	1,397	–	–	0.25%	43
2021 Q4	$239K	Buy	+1,397	New	+$235K	0.22%	45

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intelligent Financial Strategies's GLD Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 775 shares — an estimated $307K sold.

Intelligent Financial Strategies first reported a position in GLD in Q4 2021 and held it in 17 quarters. The position peaked at $307K in Q4 2025. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Intelligent Financial Strategies reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Intelligent Financial Strategies sold 775 SPDR Gold Trust shares in Q1 2026, an estimated $307K.
Intelligent Financial Strategies first reported a position in SPDR Gold Trust in Q4 2021 and held it in 17 quarters.
Intelligent Financial Strategies's SPDR Gold Trust position peaked at $307K in Q4 2025.
3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.