Legacy Financial Group (Iowa)’s SPDR Gold Trust GLD Stock Holding History

Legacy Financial Group (Iowa)’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	$636K	Hold	1,477	–	–	0.08%	77
2025 Q4	$671K	Buy	1,477 +22	+2%	+$8.4K	0.08%	75
2025 Q3	$517K	Buy	1,455 +86	+6%	+$27.4K	0.07%	81
2025 Q2	$417K	Buy	1,369 +128	+10%	+$38.8K	0.06%	84
2025 Q1	$358K	Buy	1,241 +9	+0.7%	+$2.38K	0.06%	87
2024 Q4	$298K	Buy	+1,232	New	+$303K	0.05%	92
2024 Q3	–	Sell	-1,232	Closed	-$265K	–	69
2024 Q2	$265K	Hold	1,232	–	–	0.05%	90
2024 Q1	$253K	Buy	+1,232	New	+$236K	0.05%	88
2023 Q4	–	Sell	-1,105	Closed	-$189K	–	208
2023 Q3	$189K	Buy	+1,105	New	+$198K	0.04%	94

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 Group (Iowa)'s GLD Position: Q1 2026 in Review

Legacy Financial Group (Iowa) held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,477 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #77.

Legacy Financial Group (Iowa) first reported a position in GLD in Q3 2023 and has held it in 9 quarters since. The position peaked at $671K in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Legacy Financial Group (Iowa) held 1,477 shares of SPDR Gold Trust worth $636K as of Q1 2026.
Legacy Financial Group (Iowa) left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.08% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #77 holding.
Legacy Financial Group (Iowa) first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 9 quarters since.
Legacy Financial Group (Iowa)'s SPDR Gold Trust position peaked at $671K in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.