Phoenix Financial’s SPDR Gold Trust GLD Stock Holding History

Phoenix 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	$4.52M	Sell	10,496 -19,784	-65%	-$8.86M	0.04%	126
2025 Q4	$12M	Buy	30,280 +2,684	+10%	+$1.03M	0.13%	75
2025 Q3	$9.81M	Sell	27,596 -6,539	-19%	-$2.08M	0.12%	83
2025 Q2	$10.4M	Sell	34,135 -15,717	-32%	-$4.76M	0.14%	83
2025 Q1	$14.4M	Buy	49,852 +28,060	+129%	+$7.42M	0.22%	75
2024 Q4	$5.28M	Buy	+21,792	New	+$5.36M	0.07%	126
2023 Q2	–	Sell	-1,304	Closed	-$238K	–	339
2023 Q1	$238K	Buy	+1,304	New	+$229K	0.01%	258

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial's GLD Position: Q1 2026 in Review

Phoenix Financial reduced its SPDR Gold Trust (GLD) stake by 65% in Q1 2026, selling an estimated $8.86M and leaving 10,496 shares worth $4.52M. The position accounts for 0.04% of the portfolio, ranked #126.

Phoenix Financial first reported a position in GLD in Q1 2023 and has held it in 7 quarters since. The position peaked at $14.4M in Q1 2025. 3,156 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Phoenix Financial held 10,496 shares of SPDR Gold Trust worth $4.52M as of Q1 2026.
Phoenix Financial sold 19,784 SPDR Gold Trust shares in Q1 2026, an estimated $8.86M.
SPDR Gold Trust made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #126 holding.
Phoenix Financial first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 7 quarters since.
Phoenix Financial's SPDR Gold Trust position peaked at $14.4M in Q1 2025.
3,156 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.