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

Richardson 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 Q3	$455K	Buy	1,195 +39	+3%	+$15.3K	0.26%	87
2026 Q2	$426K	Sell	1,156 -27	-2%	-$11.2K	0.24%	89
2026 Q1	$509K	Sell	1,183 -85	-7%	-$38.1K	0.32%	78
2025 Q4	$498K	Sell	1,268 -243	-16%	-$92.8K	0.16%	82
2025 Q3	$537K	Sell	1,511 -671	-31%	-$214K	0.33%	78
2025 Q2	$671K	Buy	2,182 +125	+6%	+$37.9K	0.45%	58
2025 Q1	$593K	Sell	2,057 -196	-9%	-$51.8K	0.45%	66
2024 Q4	$542K	Buy	2,253 +110	+5%	+$27K	0.38%	72
2024 Q3	$463K	Buy	2,143 +73	+4%	+$16.7K	0.29%	85
2024 Q2	$445K	Sell	2,070 -1,190	-37%	-$257K	0.32%	83
2024 Q1	$671K	Buy	3,260 +17	+0.5%	+$3.26K	0.47%	57
2023 Q4	$620K	Buy	+3,243	New	+$594K	0.54%	55

Other funds holding GLD

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Richardson Financial Services's GLD Position: Q3 2026 in Review

Richardson Financial Services increased its SPDR Gold Trust (GLD) stake by 3.4% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,195 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #87.

Richardson Financial Services first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $671K in Q2 2025. 1,665 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Richardson Financial Services held 1,195 shares of SPDR Gold Trust worth $455K as of Q3 2026.
Richardson Financial Services bought 39 SPDR Gold Trust shares in Q3 2026, an estimated $15.3K.
SPDR Gold Trust made up 0.26% of Richardson Financial Services's portfolio in Q3 2026, its #87 holding.
Richardson Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's SPDR Gold Trust position peaked at $671K in Q2 2025.
1,665 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.