Legacy Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Legacy Financial Advisors’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	$1.68M	Buy	3,906 +15	+0.4%	+$6.72K	0.24%	76
2025 Q4	$1.54M	Buy	3,891 +106	+3%	+$40.5K	0.21%	80
2025 Q3	$1.35M	Buy	3,785 +648	+21%	+$206K	0.19%	90
2025 Q2	$956K	Buy	3,137 +203	+7%	+$61.5K	0.15%	111
2025 Q1	$845K	Buy	2,934 +361	+14%	+$95.5K	0.14%	121
2024 Q4	$623K	Sell	2,573 -16	-0.6%	-$3.93K	0.1%	167
2024 Q3	$629K	Buy	2,589 +1,445	+126%	+$331K	0.11%	163
2024 Q2	$246K	Buy	+1,144	New	+$247K	0.04%	291
2022 Q3	–	Sell	-2,298	Closed	-$387K	–	229
2022 Q2	$387K	Hold	2,298	–	–	0.1%	117
2022 Q1	$415K	Buy	+2,298	New	+$403K	0.09%	121
2019 Q2	–	Sell	-58	Closed	-$7K	–	421
2019 Q1	$7K	Hold	58	–	–	﹤0.01%	691
2018 Q4	$7K	Hold	58	–	–	﹤0.01%	650
2018 Q3	$6K	Hold	58	–	–	﹤0.01%	645
2018 Q2	$7K	Sell	58 -12	-17%	-$1.49K	﹤0.01%	625
2018 Q1	$8K	Hold	70	–	–	﹤0.01%	530
2017 Q4	$8K	Buy	+70	New	+$8.49K	﹤0.01%	531

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

Legacy Financial Advisors's GLD Position: Q1 2026 in Review

Legacy Financial Advisors increased its SPDR Gold Trust (GLD) stake by 0.39% in Q1 2026, buying an estimated $6.72K and bringing the position to 3,906 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #76.

Legacy Financial Advisors first reported a position in GLD in Q4 2017 and has held it in 16 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Legacy Financial Advisors held 3,906 shares of SPDR Gold Trust worth $1.68M as of Q1 2026.
Legacy Financial Advisors bought 15 SPDR Gold Trust shares in Q1 2026, an estimated $6.72K.
SPDR Gold Trust made up 0.24% of Legacy Financial Advisors's portfolio in Q1 2026, its #76 holding.
Legacy Financial Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 16 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.