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Larson Financial Group’s SPDR Gold Trust GLD Stock Holding History

Larson Financial Group’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 		$11M Sell
25,595
-10,456
-29% -$4.68M 0.35% 60
2025
Q4 		$14.3M Buy
36,051
+693
+2% +$265K 0.48% 44
2025
Q3 		$12.6M Sell
35,358
-1,139
-3% -$363K 0.44% 53
2025
Q2 		$11.1M Buy
36,497
+348
+1% +$105K 0.45% 49
2025
Q1 		$10.4M Buy
36,149
+2,155
+6% +$570K 0.49% 49
2024
Q4 		$8.23M Buy
33,994
+10,569
+45% +$2.6M 0.43% 53
2024
Q3 		$5.69M Buy
23,425
+16,108
+220% +$3.69M 0.32% 61
2024
Q2 		$1.57M Buy
7,317
+5,210
+247% +$1.13M 0.11% 157
2024
Q1 		$433K Buy
2,107
+910
+76% +$175K 0.03% 260
2023
Q4 		$229K Buy
1,197
+157
+15% +$28.8K 0.02% 325
2023
Q3 		$178K Sell
1,040
-122
-10% -$21.8K 0.02% 347
2023
Q2 		$207K Buy
1,162
+18
+2% +$3.31K 0.02% 312
2023
Q1 		$210K Buy
1,144
+244
+27% +$42.9K 0.02% 306
2022
Q4 		$153K Sell
900
-6
-0.7% -$966 0.02% 336
2022
Q3 		$140K Buy
906
+75
+9% +$12.1K 0.02% 312
2022
Q2 		$140K Sell
831
-192
-19% -$33.5K 0.02% 218
2022
Q1 		$185K Buy
1,023
+143
+16% +$25.1K 0.03% 204
2021
Q4 		$150K Buy
880
+41
+5% +$6.88K 0.02% 223
2021
Q3 		$138K Sell
839
-71
-8% -$11.9K 0.03% 179
2021
Q2 		$151K Buy
910
+49
+6% +$8.33K 0.04% 148
2021
Q1 		$138K Sell
861
-4,762
-85% -$800K 0.04% 137
2020
Q4 		$190K Buy
5,623
+4,999
+801% +$880K 0.06% 102
2020
Q3 		$110K Buy
624
+146
+31% +$26.2K 0.05% 122
2020
Q2 		$80K Buy
478
+165
+53% +$26.6K 0.04% 145
2020
Q1 		$46K Sell
313
-1
-0.3% -$149 0.03% 162
2019
Q4 		$45K Buy
314
+39
+14% +$5.45K 0.03% 159
2019
Q3 		$38K Sell
275
-220
-44% -$30.6K 0.02% 169
2019
Q2 		$66K Buy
495
+38
+8% +$4.7K 0.05% 102
2019
Q1 		$56K Sell
457
-49
-10% -$6.04K 0.04% 110
2018
Q4 		$61K Buy
+506
New +$58.8K 0.06% 98

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

Larson Financial Group's GLD Position: Q1 2026 in Review

Larson Financial Group reduced its SPDR Gold Trust (GLD) stake by 29% in Q1 2026, selling an estimated $4.68M and leaving 25,595 shares worth $11M. The position accounts for 0.35% of the portfolio, ranked #60.

Larson Financial Group first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.3M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Larson Financial Group held 25,595 shares of SPDR Gold Trust worth $11M as of Q1 2026.
  • Larson Financial Group sold 10,456 SPDR Gold Trust shares in Q1 2026, an estimated $4.68M.
  • SPDR Gold Trust made up 0.35% of Larson Financial Group's portfolio in Q1 2026, its #60 holding.
  • Larson Financial Group first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's SPDR Gold Trust position peaked at $14.3M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.