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Lokken Investment Group’s SPDR Gold Trust GLD Stock Holding History

Lokken Investment 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
2025
Q3 		$11.7M Sell
32,961
-1,476
-4% -$470K 4.02% 3
2025
Q2 		$10.5M Sell
34,437
-416
-1% -$126K 4.04% 3
2025
Q1 		$10M Buy
34,853
+167
+0.5% +$44.2K 4.23% 3
2024
Q4 		$8.4M Sell
34,686
-1,150
-3% -$283K 3.63% 5
2024
Q3 		$8.71M Buy
35,836
+667
+2% +$153K 3.63% 4
2024
Q2 		$7.56M Buy
35,169
+1,557
+5% +$337K 3.56% 5
2024
Q1 		$6.91M Buy
33,612
+1,498
+5% +$288K 3.45% 4
2023
Q4 		$6.14M Buy
32,114
+1,061
+3% +$194K 3.47% 5
2023
Q3 		$5.32M Buy
31,053
+2,572
+9% +$460K 3.49% 6
2023
Q2 		$5.08M Sell
28,481
-906
-3% -$166K 3.31% 6
2023
Q1 		$5.38M Buy
29,387
+905
+3% +$159K 4.09% 5
2022
Q4 		$4.83M Buy
28,482
+674
+2% +$109K 3.81% 4
2022
Q3 		$4.3M Buy
27,808
+1,159
+4% +$186K 3.71% 5
2022
Q2 		$4.49M Buy
26,649
+187
+0.7% +$32.7K 3.64% 5
2022
Q1 		$4.68M Sell
26,462
-306
-1% -$53.7K 3.71% 4
2021
Q4 		$4.58M Buy
26,768
+949
+4% +$159K 3.26% 6
2021
Q3 		$4.24M Buy
25,819
+1,641
+7% +$275K 3.36% 6
2021
Q2 		$4M Sell
24,178
-26
-0.1% -$4.42K 3.25% 6
2021
Q1 		$3.87M Sell
24,204
-1,356
-5% -$228K 3.42% 6
2020
Q4 		$4.56M Buy
+25,560
New +$4.5M 4.16% 6

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Lokken Investment Group's GLD Position: Q3 2025 in Review

Lokken Investment Group reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q3 2025, selling an estimated $470K and leaving 32,961 shares worth $11.7M. The position accounts for 4.02% of the portfolio, ranked #3.

Lokken Investment Group first reported a position in GLD in Q4 2020 and has held it in 20 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Lokken Investment Group held 32,961 shares of SPDR Gold Trust worth $11.7M as of Q3 2025.
  • Lokken Investment Group sold 1,476 SPDR Gold Trust shares in Q3 2025, an estimated $470K.
  • SPDR Gold Trust made up 4.02% of Lokken Investment Group's portfolio in Q3 2025, its #3 holding.
  • Lokken Investment Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.