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

Sharp 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	$11.8M	Buy	27,431 +45	+0.2%	+$20.2K	5.83%	6
2025 Q4	$10.9M	Buy	27,386 +219	+0.8%	+$83.6K	5.46%	4
2025 Q3	$9.66M	Buy	27,167 +2,761	+11%	+$880K	5.25%	4
2025 Q2	$7.44M	Buy	24,406 +2,195	+10%	+$665K	4.8%	6
2025 Q1	$6.4M	Buy	22,211 +196	+0.9%	+$51.8K	4.9%	6
2024 Q4	$5.33M	Buy	22,015 +383	+2%	+$94.1K	4.05%	6
2024 Q3	$5.26M	Buy	21,632 +1,266	+6%	+$290K	4.06%	5
2024 Q2	$4.38M	Buy	20,366 +694	+4%	+$150K	3.76%	8
2024 Q1	$4.05M	Buy	19,672 +2,202	+13%	+$423K	3.76%	11
2023 Q4	$3.34M	Buy	+17,470	New	+$3.2M	3.62%	7

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sharp Financial Services increased its SPDR Gold Trust (GLD) stake by 0.16% in Q1 2026, buying an estimated $20.2K and bringing the position to 27,431 shares worth $11.8M. The position accounts for 5.83% of the portfolio, ranked #6.

Sharp Financial Services first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sharp Financial Services held 27,431 shares of SPDR Gold Trust worth $11.8M as of Q1 2026.
Sharp Financial Services bought 45 SPDR Gold Trust shares in Q1 2026, an estimated $20.2K.
SPDR Gold Trust made up 5.83% of Sharp Financial Services's portfolio in Q1 2026, its #6 holding.
Sharp Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.