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Prospect Financial Services’s SPDR Gold Trust GLD Stock Holding History

Prospect Financial Services’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 		$202K Sell
469
-75
-14% -$33.6K 0.12% 103
2025
Q4 		$216K Buy
+544
New +$208K 0.12% 96

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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

Prospect Financial Services's GLD Position: Q1 2026 in Review

Prospect Financial Services reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $33.6K and leaving 469 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #103.

Prospect Financial Services first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Prospect Financial Services held 469 shares of SPDR Gold Trust worth $202K as of Q1 2026.
  • Prospect Financial Services sold 75 SPDR Gold Trust shares in Q1 2026, an estimated $33.6K.
  • SPDR Gold Trust made up 0.12% of Prospect Financial Services's portfolio in Q1 2026, its #103 holding.
  • Prospect Financial Services first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Prospect Financial Services's SPDR Gold Trust position peaked at $216K in Q4 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.