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Narus Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Narus Financial Partners’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 		$14M Sell
32,445
-143
-0.4% -$64K 3.66% 2
2025
Q4 		$12.9M Buy
32,588
+147
+0.5% +$56.1K 3.56% 2
2025
Q3 		$11.5M Buy
32,441
+2,827
+10% +$901K 3.16% 2
2025
Q2 		$9.03M Buy
29,614
+4,863
+20% +$1.47M 2.82% 2
2025
Q1 		$7.13M Buy
24,751
+2,384
+11% +$630K 2.43% 2
2024
Q4 		$5.42M Buy
22,367
+2,134
+11% +$524K 1.83% 2
2024
Q3 		$4.92M Sell
20,233
-164
-0.8% -$37.6K 1.76% 2
2024
Q2 		$4.39M Sell
20,397
-465
-2% -$101K 1.77% 4
2024
Q1 		$4.29M Buy
20,862
+194
+0.9% +$37.2K 1.83% 4
2023
Q4 		$3.95M Sell
20,668
-1,019
-5% -$187K 1.9% 5
2023
Q3 		$3.72M Buy
21,687
+8
+0% +$1.43K 1.91% 3
2023
Q2 		$3.86M Buy
21,679
+1,826
+9% +$336K 2% 3
2023
Q1 		$3.64M Buy
19,853
+195
+1% +$34.3K 1.97% 4
2022
Q4 		$3.33M Buy
19,658
+369
+2% +$59.4K 1.93% 4
2022
Q3 		$2.98M Sell
19,289
-125
-0.6% -$20.1K 1.89% 3
2022
Q2 		$3.27M Buy
19,414
+884
+5% +$154K 2.08% 4
2022
Q1 		$3.35M Buy
+18,530
New +$3.25M 1.87% 7
2021
Q1 		$3M Buy
+18,728
New +$3.15M 1.79% 4
2019
Q4 		$2.36M Buy
16,497
+288
+2% +$40.2K 1.65% 4
2019
Q3 		$2.25M Buy
16,209
+2,848
+21% +$396K 1.65% 4
2019
Q2 		$1.78M Buy
+13,361
New +$1.65M 1.38% 4
2017
Q3 		$1.27M Buy
10,457
+1,205
+13% +$147K 1.12% 10
2017
Q2 		$1.09M Buy
9,252
+249
+3% +$29.8K 1.01% 12
2017
Q1 		$1.07M Buy
9,003
+1,401
+18% +$163K 1.03% 12
2016
Q4 		$833K Buy
+7,602
New +$882K 0.88% 18

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

Narus Financial Partners's GLD Position: Q1 2026 in Review

Narus Financial Partners reduced its SPDR Gold Trust (GLD) stake by 0.44% in Q1 2026, selling an estimated $64K and leaving 32,445 shares worth $14M. The position accounts for 3.66% of the portfolio, ranked #2.

Narus Financial Partners first reported a position in GLD in Q4 2016 and has held it in 25 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Narus Financial Partners held 32,445 shares of SPDR Gold Trust worth $14M as of Q1 2026.
  • Narus Financial Partners sold 143 SPDR Gold Trust shares in Q1 2026, an estimated $64K.
  • SPDR Gold Trust made up 3.66% of Narus Financial Partners's portfolio in Q1 2026, its #2 holding.
  • Narus Financial Partners first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 25 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.