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PFG Investments’s SPDR Gold Trust GLD Stock Holding History

PFG Investments’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 		$14.7M Sell
34,065
-1,165
-3% -$522K 0.68% 23
2025
Q4 		$14M Buy
35,230
+4,225
+14% +$1.61M 0.66% 23
2025
Q3 		$11M Buy
31,005
+347
+1% +$111K 0.57% 27
2025
Q2 		$9.35M Buy
30,658
+1,878
+7% +$569K 0.55% 30
2025
Q1 		$8.29M Buy
28,780
+4,745
+20% +$1.25M 0.53% 33
2024
Q4 		$5.82M Sell
24,035
-405
-2% -$99.5K 0.36% 50
2024
Q3 		$5.94M Buy
24,440
+2,437
+11% +$558K 0.38% 47
2024
Q2 		$4.73M Sell
22,003
-8,030
-27% -$1.74M 0.34% 55
2024
Q1 		$6.18M Buy
30,033
+12,045
+67% +$2.31M 0.37% 53
2023
Q4 		$3.44M Sell
17,988
-923
-5% -$169K 0.64% 25
2023
Q3 		$3.24M Buy
18,911
+2,824
+18% +$505K 0.61% 28
2023
Q2 		$2.87M Sell
16,087
-77
-0.5% -$14.1K 0.51% 36
2023
Q1 		$2.96M Buy
+16,164
New +$2.84M 0.6% 27

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

PFG Investments's GLD Position: Q1 2026 in Review

PFG Investments reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q1 2026, selling an estimated $522K and leaving 34,065 shares worth $14.7M. The position accounts for 0.68% of the portfolio, ranked #23.

PFG Investments first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • PFG Investments held 34,065 shares of SPDR Gold Trust worth $14.7M as of Q1 2026.
  • PFG Investments sold 1,165 SPDR Gold Trust shares in Q1 2026, an estimated $522K.
  • SPDR Gold Trust made up 0.68% of PFG Investments's portfolio in Q1 2026, its #23 holding.
  • PFG Investments first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.