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

RFP 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 		– Sell
-591
Closed -$234K – 68
2025
Q4 		$234K Sell
591
-243
-29% -$92.8K 0.11% 66
2025
Q3 		$300K Sell
834
-120
-13% -$38.2K 0.12% 76
2025
Q2 		$291K Buy
954
+173
+22% +$52.4K 0.12% 79
2025
Q1 		$225K Buy
+781
New +$207K 0.09% 94
2024
Q3 		– Sell
-578
Closed -$124K – 379
2024
Q2 		$124K Sell
578
-58
-9% -$12.5K 0.05% 145
2024
Q1 		$131K Buy
636
+58
+10% +$11.1K 0.05% 124
2023
Q4 		$110K Hold
578
– – 0.05% 131
2023
Q3 		$99.1K Hold
578
– – 0.04% 136
2023
Q2 		$103K Buy
578
+478
+478% +$87.8K 0.04% 146
2023
Q1 		$18.3K Sell
100
-578
-85% -$102K 0.02% 207
2022
Q4 		$115K Buy
+678
New +$109K 0.05% 129

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

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

RFP Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 591 shares — an estimated $234K sold.

RFP Financial Group first reported a position in GLD in Q4 2022 and held it in 11 quarters. The position peaked at $300K in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • RFP Financial Group reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 591 SPDR Gold Trust shares in Q1 2026, an estimated $234K.
  • RFP Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and held it in 11 quarters.
  • RFP Financial Group's SPDR Gold Trust position peaked at $300K in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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