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Petix & Botte Financial’s SPDR Gold Trust GLD Stock Holding History

Petix & Botte Financial’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 		$1.21M Sell
1,406
-1,406
-50% -$630K 0.27% 54
2025
Q4 		$1.11M Hold
2,812
– – 0.25% 56
2025
Q3 		$1,000K Sell
2,812
-700
-20% -$223K 0.23% 58
2025
Q2 		$1.07M Hold
3,512
– – 0.26% 54
2025
Q1 		$1.01M Hold
3,512
– – 0.27% 58
2024
Q4 		$850K Hold
3,512
– – 0.22% 64
2024
Q3 		$854K Hold
3,512
– – 0.23% 53
2024
Q2 		$755K Buy
3,512
+1,756
+100% +$380K 0.21% 60
2024
Q1 		$361K Sell
1,756
-1,756
-50% -$337K 0.09% 106
2023
Q4 		$671K Hold
3,512
– – 0.2% 60
2023
Q3 		$602K Buy
3,512
+100
+3% +$17.9K 0.19% 60
2023
Q2 		$608K Buy
3,412
+1,706
+100% +$313K 0.19% 63
2023
Q1 		$313K Buy
+1,706
New +$300K 0.21% 59
2022
Q3 		$226K Buy
1,460
+10
+0.7% +$1.61K 0.17% 65
2022
Q2 		$244K Sell
1,450
-1,372
-49% -$240K 0.18% 64
2022
Q1 		$510K Buy
2,822
+1,417
+101% +$249K 0.16% 64
2021
Q4 		$240K Sell
1,405
-1,387
-50% -$233K 0.15% 74
2021
Q3 		$458K Buy
2,792
+1,408
+102% +$236K 0.16% 68
2021
Q2 		$229K Buy
1,384
+6
+0.4% +$1.02K 0.16% 73
2021
Q1 		$220K Buy
1,378
+12
+0.9% +$2.02K 0.16% 73
2020
Q4 		$244K Sell
1,366
-994
-42% -$175K 0.18% 71
2020
Q3 		$418K Sell
2,360
-342
-13% -$61.5K 0.33% 54
2020
Q2 		$226K Buy
+2,702
New +$436K 0.19% 68

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

Petix & Botte Financial's GLD Position: Q1 2026 in Review

Petix & Botte Financial reduced its SPDR Gold Trust (GLD) stake by 50% in Q1 2026, selling an estimated $630K and leaving 1,406 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #54.

Petix & Botte Financial first reported a position in GLD in Q2 2020 and has held it in 23 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Petix & Botte Financial held 1,406 shares of SPDR Gold Trust worth $1.21M as of Q1 2026.
  • Petix & Botte Financial sold 1,406 SPDR Gold Trust shares in Q1 2026, an estimated $630K.
  • SPDR Gold Trust made up 0.27% of Petix & Botte Financial's portfolio in Q1 2026, its #54 holding.
  • Petix & Botte Financial first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 23 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.