Mission Hills Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Mission Hills Financial Advisory’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	$352K	Buy	819 +102	+14%	+$45.7K	0.18%	36
2025 Q4	$284K	Sell	717 -100	-12%	-$38.2K	0.15%	37
2025 Q3	$290K	Hold	817	–	–	0.15%	37
2025 Q2	$249K	Sell	817 -13	-2%	-$3.94K	0.15%	34
2025 Q1	$239K	Buy	+830	New	+$219K	0.17%	32

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

Mission Hills Financial Advisory's GLD Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, buying an estimated $45.7K and bringing the position to 819 shares worth $352K. The position accounts for 0.18% of the portfolio, ranked #36.

Mission Hills Financial Advisory first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Mission Hills Financial Advisory held 819 shares of SPDR Gold Trust worth $352K as of Q1 2026.
Mission Hills Financial Advisory bought 102 SPDR Gold Trust shares in Q1 2026, an estimated $45.7K.
SPDR Gold Trust made up 0.18% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #36 holding.
Mission Hills Financial Advisory first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.