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Miller Financial Services’s SPDR Gold Trust GLD Stock Holding History

Miller Financial Services’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 		$220K Buy
+511
New +$229K 0.24% 101
2025
Q4 		– Sell
-771
Closed -$274K – 118
2025
Q3 		$274K Hold
771
– – 0.32% 86
2025
Q2 		$235K Sell
771
-14
-2% -$4.24K 0.3% 89
2025
Q1 		$226K Sell
785
-4,243
-84% -$1.12M 0.33% 80
2024
Q4 		$1.22M Buy
+5,028
New +$1.24M 1.03% 27

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
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

Miller Financial Services's GLD Position: Q1 2026 in Review

Miller Financial Services opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 511 shares worth $220K. The stake represents 0.24% of the portfolio and ranks #101 among its holdings. This is a return to the name: Miller Financial Services previously reported a position in GLD as recently as Q3 2025.

Miller Financial Services first reported a position in GLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2024. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Miller Financial Services held 511 shares of SPDR Gold Trust worth $220K as of Q1 2026.
  • SPDR Gold Trust was a new Miller Financial Services position in Q1 2026.
  • SPDR Gold Trust made up 0.24% of Miller Financial Services's portfolio in Q1 2026, its #101 holding.
  • Miller Financial Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • Miller Financial Services's SPDR Gold Trust position peaked at $1.22M in Q4 2024.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.