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Peak Financial Management’s SPDR Gold Trust GLD Stock Holding History

Peak Financial Management’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 		$272K Sell
631
-477
-43% -$214K 0.07% 76
2025
Q4 		$439K Sell
1,108
-59
-5% -$22.5K 0.11% 59
2025
Q3 		$415K Buy
1,167
+42
+4% +$13.4K 0.11% 61
2025
Q2 		$343K Sell
1,125
-41
-4% -$12.4K 0.1% 68
2025
Q1 		$336K Buy
1,166
+224
+24% +$59.2K 0.1% 69
2024
Q4 		$228K Hold
942
– – 0.07% 88
2024
Q3 		$229K Buy
+942
New +$216K 0.07% 91

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

Peak Financial Management's GLD Position: Q1 2026 in Review

Peak Financial Management reduced its SPDR Gold Trust (GLD) stake by 43% in Q1 2026, selling an estimated $214K and leaving 631 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #76.

Peak Financial Management first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $439K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Peak Financial Management held 631 shares of SPDR Gold Trust worth $272K as of Q1 2026.
  • Peak Financial Management sold 477 SPDR Gold Trust shares in Q1 2026, an estimated $214K.
  • SPDR Gold Trust made up 0.07% of Peak Financial Management's portfolio in Q1 2026, its #76 holding.
  • Peak Financial Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Peak Financial Management's SPDR Gold Trust position peaked at $439K in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.