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

Legend 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
2025
Q1 		– Sell
-52
Closed -$12.6K – 116
2024
Q4 		$12.6K Buy
+52
New +$12.8K 0.01% 103
2024
Q3 		– Sell
-52
Closed -$11.2K – 209
2024
Q2 		$11.2K Buy
+52
New +$11.2K 0.01% 138

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Legend Financial Advisors's GLD Position: Q1 2025 in Review

Legend Financial Advisors sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 52 shares — an estimated $12.6K sold.

Legend Financial Advisors first reported a position in GLD in Q2 2024 and held it in 2 quarters. The position peaked at $12.6K in Q4 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Legend Financial Advisors reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 52 SPDR Gold Trust shares in Q1 2025, an estimated $12.6K.
  • Legend Financial Advisors first reported a position in SPDR Gold Trust in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's SPDR Gold Trust position peaked at $12.6K in Q4 2024.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.