Pathway Financial Advisers’s SPDR Gold Trust GLD Stock Holding History

Pathway Financial Advisers’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	$439K	Buy	1,019 +14	+1%	+$6.27K	0.12%	131
2025 Q4	$398K	Buy	1,005 +41	+4%	+$15.7K	0.12%	133
2025 Q3	$341K	Buy	964 +5	+0.5%	+$1.59K	0.1%	136
2025 Q2	$292K	Sell	959 -136	-12%	-$41.2K	0.09%	140
2025 Q1	$316K	Buy	1,095 +50	+5%	+$13.2K	0.11%	135
2024 Q4	$253K	Hold	1,045	–	–	0.08%	145
2024 Q3	$254K	Sell	1,045 -33	-3%	-$7.56K	0.11%	110
2024 Q2	$231K	Sell	1,078 -33	-3%	-$7.14K	0.08%	151
2024 Q1	$229K	Buy	1,111 +88	+9%	+$16.9K	0.08%	153
2023 Q4	$195K	Sell	1,023 -51	-5%	-$9.35K	0.07%	159
2023 Q3	$184K	Buy	+1,074	New	+$192K	0.08%	155
2023 Q1	$196K	Buy	1,073 +149	+16%	+$26.2K	0.08%	158
2022 Q4	$157K	Buy	+924	New	+$149K	0.06%	170

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

Pathway Financial Advisers's GLD Position: Q1 2026 in Review

Pathway Financial Advisers increased its SPDR Gold Trust (GLD) stake by 1.4% in Q1 2026, buying an estimated $6.27K and bringing the position to 1,019 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #131.

Pathway Financial Advisers first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Pathway Financial Advisers held 1,019 shares of SPDR Gold Trust worth $439K as of Q1 2026.
Pathway Financial Advisers bought 14 SPDR Gold Trust shares in Q1 2026, an estimated $6.27K.
SPDR Gold Trust made up 0.12% of Pathway Financial Advisers's portfolio in Q1 2026, its #131 holding.
Pathway Financial Advisers first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.