LPL Financial
GLD icon

LPL Financial’s SPDR Gold Trust GLD Stock Holding History

LPL Financial’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
Q2 		– Sell
-1,300
Closed -$375K – 5611
2025
Q1 		$375K Sell
1,300
-2,100
-62% -$555K ﹤0.01% 4416
2024
Q4 		$823K Buy
+3,400
New +$836K ﹤0.01% 3667

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial's GLD Position: Q1 2026 in Review

LPL Financial reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q1 2026, selling an estimated $33.1M and leaving 4,735,301 shares worth $2.04B. The position accounts for 0.54% of the portfolio, ranked #34.

LPL Financial first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • LPL Financial held 4,735,301 shares of SPDR Gold Trust worth $2.04B as of Q1 2026.
  • LPL Financial sold 73,970 SPDR Gold Trust shares in Q1 2026, an estimated $33.1M.
  • SPDR Gold Trust made up 0.54% of LPL Financial's portfolio in Q1 2026, its #34 holding.
  • LPL Financial first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.