Pinnacle Financial Group’s SPDR Gold Trust GLD Stock Holding History

Pinnacle Financial Group’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	$5.63M	Sell	13,083 -1,983	-13%	-$888K	1.54%	19
2025 Q4	$5.97M	Sell	15,066 -12	-0.1%	-$4.58K	1.73%	16
2025 Q3	$5.36M	Buy	15,078 +97	+0.6%	+$30.9K	1.62%	18
2025 Q2	$4.57M	Sell	14,981 -548	-4%	-$166K	1.53%	18
2025 Q1	$4.47M	Buy	15,529 +4	+0%	+$1.06K	1.63%	18
2024 Q4	$3.76M	Sell	15,525 -7	-0%	-$1.72K	1.47%	19
2024 Q3	$3.78M	Sell	15,532 -7	-0%	-$1.6K	1.48%	19
2024 Q2	$3.34M	Buy	15,539 +14	+0.1%	+$3.03K	1.43%	19
2024 Q1	$3.19M	Buy	15,525 +19	+0.1%	+$3.65K	1.4%	20
2023 Q4	$2.96M	Buy	15,506 +158	+1%	+$29K	1.52%	20
2023 Q3	$2.63M	Sell	15,348 -442	-3%	-$79K	1.57%	17
2023 Q2	$2.81M	Sell	15,790 -269	-2%	-$49.4K	1.6%	17
2023 Q1	$2.94M	Sell	16,059 -1,133	-7%	-$199K	1.76%	17
2022 Q4	$2.92M	Sell	17,192 -471	-3%	-$75.9K	2.06%	14
2022 Q3	$2.73M	Buy	17,663 +209	+1%	+$33.6K	2.36%	13
2022 Q2	$2.94M	Buy	17,454 +667	+4%	+$116K	2.51%	11
2022 Q1	$3.03M	Buy	16,787 +607	+4%	+$106K	2.46%	11
2021 Q4	$2.77M	Buy	+16,180	New	+$2.72M	2.14%	11

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 $377B AUM 19.32% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Pinnacle Financial Group's GLD Position: Q1 2026 in Review

Pinnacle Financial Group reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $888K and leaving 13,083 shares worth $5.63M. The position accounts for 1.54% of the portfolio, ranked #19.

Pinnacle Financial Group first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.97M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Pinnacle Financial Group held 13,083 shares of SPDR Gold Trust worth $5.63M as of Q1 2026.
Pinnacle Financial Group sold 1,983 SPDR Gold Trust shares in Q1 2026, an estimated $888K.
SPDR Gold Trust made up 1.54% of Pinnacle Financial Group's portfolio in Q1 2026, its #19 holding.
Pinnacle Financial Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's SPDR Gold Trust position peaked at $5.97M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.