RFP
GLD icon

Root Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Root Financial Partners’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 		$514K Sell
1,195
-123
-9% -$55.1K 0.02% 157
2025
Q4 		$522K Buy
1,318
+66
+5% +$25.2K 0.03% 155
2025
Q3 		$445K Buy
1,252
+339
+37% +$108K 0.03% 161
2025
Q2 		$278K Buy
913
+200
+28% +$60.6K 0.03% 193
2025
Q1 		$205K Sell
713
-990
-58% -$262K 0.02% 202
2024
Q4 		$412K Buy
+1,703
New +$418K 0.05% 128

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

Root Financial Partners's GLD Position: Q1 2026 in Review

Root Financial Partners reduced its SPDR Gold Trust (GLD) stake by 9.3% in Q1 2026, selling an estimated $55.1K and leaving 1,195 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #157.

Root Financial Partners first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $522K in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Root Financial Partners held 1,195 shares of SPDR Gold Trust worth $514K as of Q1 2026.
  • Root Financial Partners sold 123 SPDR Gold Trust shares in Q1 2026, an estimated $55.1K.
  • SPDR Gold Trust made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #157 holding.
  • Root Financial Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's SPDR Gold Trust position peaked at $522K in Q4 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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