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Prosperitas Financial’s SPDR Gold Trust GLD Stock Holding History

Prosperitas 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 		$550K Buy
1,279
+63
+5% +$28.2K 0.21% 48
2025
Q4 		$482K Buy
1,216
+210
+21% +$80.2K 0.19% 49
2025
Q3 		$358K Buy
+1,006
New +$321K 0.15% 47
2024
Q4 		– Sell
-897
Closed -$218K – 68
2024
Q3 		$218K Buy
+897
New +$205K 0.12% 60

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 $445B AUM 25.58% 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 $59.9B AUM 27.01% 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

Prosperitas Financial's GLD Position: Q1 2026 in Review

Prosperitas Financial increased its SPDR Gold Trust (GLD) stake by 5.2% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,279 shares worth $550K. The position accounts for 0.21% of the portfolio, ranked #48.

Prosperitas Financial first reported a position in GLD in Q3 2024 and has held it in 4 quarters since. 3,158 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Prosperitas Financial held 1,279 shares of SPDR Gold Trust worth $550K as of Q1 2026.
  • Prosperitas Financial bought 63 SPDR Gold Trust shares in Q1 2026, an estimated $28.2K.
  • SPDR Gold Trust made up 0.21% of Prosperitas Financial's portfolio in Q1 2026, its #48 holding.
  • Prosperitas Financial first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 4 quarters since.
  • 3,158 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.