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Personal CFO Solutions’s SPDR Gold Trust GLD Stock Holding History

Personal CFO Solutions’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 		$5.41M Sell
12,564
-844
-6% -$378K 0.76% 23
2025
Q4 		$5.31M Buy
13,408
+64
+0.5% +$24.4K 0.84% 18
2025
Q3 		$4.74M Buy
13,344
+468
+4% +$149K 0.83% 16
2025
Q2 		$3.93M Buy
12,876
+718
+6% +$217K 0.73% 22
2025
Q1 		$3.5M Buy
12,158
+16
+0.1% +$4.23K 0.71% 19
2024
Q4 		$2.94M Buy
12,142
+385
+3% +$94.6K 0.58% 27
2024
Q3 		$2.86M Buy
11,757
+379
+3% +$86.8K 0.4% 50
2024
Q2 		$2.45M Sell
11,378
-53
-0.5% -$11.5K 0.38% 52
2024
Q1 		$2.35M Sell
11,431
-352
-3% -$67.6K 0.37% 50
2023
Q4 		$2.25M Buy
11,783
+70
+0.6% +$12.8K 0.39% 49
2023
Q3 		$2.01M Sell
11,713
-226
-2% -$40.4K 0.4% 53
2023
Q2 		$2.13M Buy
11,939
+421
+4% +$77.4K 0.43% 53
2023
Q1 		$2.11M Buy
11,518
+220
+2% +$38.7K 0.44% 49
2022
Q4 		$1.92M Sell
11,298
-1,418
-11% -$228K 0.41% 50
2022
Q3 		$1.97M Hold
12,716
– – 0.49% 44
2022
Q2 		$2.14M Buy
12,716
+3,344
+36% +$584K 0.5% 43
2022
Q1 		$1.69M Buy
9,372
+1,226
+15% +$215K 0.33% 50
2021
Q4 		$1.39M Sell
8,146
-4,900
-38% -$823K 0.26% 71
2021
Q3 		$2.14M Sell
13,046
-114
-0.9% -$19.1K 0.44% 39
2021
Q2 		$2.18M Sell
13,160
-80
-0.6% -$13.6K 0.45% 43
2021
Q1 		$2.12M Sell
13,240
-1,745
-12% -$293K 0.46% 44
2020
Q4 		$2.67M Sell
14,985
-2,739
-15% -$482K 0.66% 31
2020
Q3 		$3K Sell
17,724
-12
-0.1% -$2.16K 1% 25
2020
Q2 		$2.97M Buy
17,736
+3,961
+29% +$639K 0.88% 25
2020
Q1 		$2.04M Buy
+13,775
New +$2.05M 0.73% 31

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

Personal CFO Solutions's GLD Position: Q1 2026 in Review

Personal CFO Solutions reduced its SPDR Gold Trust (GLD) stake by 6.3% in Q1 2026, selling an estimated $378K and leaving 12,564 shares worth $5.41M. The position accounts for 0.76% of the portfolio, ranked #23.

Personal CFO Solutions first reported a position in GLD in Q1 2020 and has held it in 25 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Personal CFO Solutions held 12,564 shares of SPDR Gold Trust worth $5.41M as of Q1 2026.
  • Personal CFO Solutions sold 844 SPDR Gold Trust shares in Q1 2026, an estimated $378K.
  • SPDR Gold Trust made up 0.76% of Personal CFO Solutions's portfolio in Q1 2026, its #23 holding.
  • Personal CFO Solutions first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.