Principal Financial Group
GLD icon

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

Principal 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 		$979K Sell
2,276
-2,276
-50% -$1.02M ﹤0.01% 1946
2025
Q4 		$1.8M Hold
4,552
– – ﹤0.01% 1858
2025
Q3 		$1.62M Hold
4,552
– – ﹤0.01% 1850
2025
Q2 		$1.39M Buy
+4,552
New +$1.38M ﹤0.01% 1846
2021
Q3 		– Sell
-2,319
Closed -$384K – 2593
2021
Q2 		$384K Buy
2,319
+543
+31% +$92.3K ﹤0.01% 2280
2021
Q1 		$284K Buy
+1,776
New +$298K ﹤0.01% 2293

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

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

Principal Financial Group reduced its SPDR Gold Trust (GLD) stake by 50% in Q1 2026, selling an estimated $1.02M and leaving 2,276 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Principal Financial Group first reported a position in GLD in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Principal Financial Group held 2,276 shares of SPDR Gold Trust worth $979K as of Q1 2026.
  • Principal Financial Group sold 2,276 SPDR Gold Trust shares in Q1 2026, an estimated $1.02M.
  • SPDR Gold Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1946 holding.
  • Principal Financial Group first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 6 quarters since.
  • Principal Financial Group's SPDR Gold Trust position peaked at $1.8M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.