Koss-Olinger Consulting’s SPDR Gold Trust GLD Stock Holding History

Koss-Olinger Consulting’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	$317K	Buy	737 +42	+6%	+$18.8K	0.03%	201
2025 Q4	$275K	Sell	695 -6	-0.9%	-$2.29K	0.02%	235
2025 Q3	$214K	Hold	701	–	–	0.02%	292
2025 Q2	$214K	Sell	701 -10	-1%	-$3.03K	0.02%	295
2025 Q1	$205K	Buy	+711	New	+$188K	0.02%	294
2022 Q1	–	Sell	-1,534	Closed	-$262K	–	214
2021 Q4	$262K	Buy	+1,534	New	+$258K	0.04%	162

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koss-Olinger Consulting's GLD Position: Q1 2026 in Review

Koss-Olinger Consulting increased its SPDR Gold Trust (GLD) stake by 6% in Q1 2026, buying an estimated $18.8K and bringing the position to 737 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #201.

Koss-Olinger Consulting first reported a position in GLD in Q4 2021 and has held it in 6 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Koss-Olinger Consulting held 737 shares of SPDR Gold Trust worth $317K as of Q1 2026.
Koss-Olinger Consulting bought 42 SPDR Gold Trust shares in Q1 2026, an estimated $18.8K.
SPDR Gold Trust made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #201 holding.
Koss-Olinger Consulting first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 6 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.