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

Shepherd 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 		$409K Sell
951
-1
-0.1% -$448 0.04% 176
2025
Q4 		$377K Sell
952
-250
-21% -$95.5K 0.04% 184
2025
Q3 		$427K Hold
1,202
– – 0.04% 169
2025
Q2 		$366K Buy
1,202
+5
+0.4% +$1.51K 0.04% 182
2025
Q1 		$345K Buy
1,197
+186
+18% +$49.2K 0.04% 174
2024
Q4 		$245K Buy
+1,011
New +$248K 0.03% 197

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

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

Shepherd Financial Partners reduced its SPDR Gold Trust (GLD) stake by 0.11% in Q1 2026, selling an estimated $448 and leaving 951 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #176.

Shepherd Financial Partners first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Shepherd Financial Partners held 951 shares of SPDR Gold Trust worth $409K as of Q1 2026.
  • Shepherd Financial Partners sold 1 SPDR Gold Trust share in Q1 2026, an estimated $448.
  • SPDR Gold Trust made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #176 holding.
  • Shepherd Financial Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Financial Partners's SPDR Gold Trust position peaked at $427K in Q3 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.