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

Leverty 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	–	Sell	-517	Closed	-$205K	–	48
2025 Q4	$205K	Buy	+517	New	+$197K	0.05%	42
2022 Q1	–	Sell	-254	Closed	-$43K	–	61
2021 Q4	$43K	Buy	+254	New	+$42.6K	0.03%	51

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

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

Leverty Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 517 shares — an estimated $205K sold.

Leverty Financial Group first reported a position in GLD in Q4 2021 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Leverty Financial Group reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Leverty Financial Group sold 517 SPDR Gold Trust shares in Q1 2026, an estimated $205K.
Leverty Financial Group first reported a position in SPDR Gold Trust in Q4 2021 and held it in 2 quarters.
Leverty Financial Group's SPDR Gold Trust position peaked at $205K in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Leverty Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.