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Phil A. Younker & Associates’s SPDR Gold Trust GLD Stock Holding History

Phil A. Younker & Associates’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 		$330K Hold
766
– – 0.22% 29
2025
Q4 		$304K Sell
766
-15
-2% -$5.73K 0.21% 28
2025
Q3 		$278K Buy
781
+30
+4% +$9.56K 0.21% 29
2025
Q2 		$229K Sell
751
-15
-2% -$4.54K 0.23% 28
2025
Q1 		$221K Buy
+766
New +$203K 0.22% 28

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

Phil A. Younker & Associates's GLD Position: Q1 2026 in Review

Phil A. Younker & Associates held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 766 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #29.

Phil A. Younker & Associates first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Phil A. Younker & Associates held 766 shares of SPDR Gold Trust worth $330K as of Q1 2026.
  • Phil A. Younker & Associates left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.22% of Phil A. Younker & Associates's portfolio in Q1 2026, its #29 holding.
  • Phil A. Younker & Associates first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.