Shorepoint Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Shorepoint Capital 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
2025 Q3	$1.25M	Buy	+3,516	New	+$1.12M	0.25%	75
2025 Q1	$965K	Buy	3,348 +2,389	+249%	+$632K	0.22%	76
2024 Q4	$232K	Sell	959 -200	-17%	-$49.1K	0.05%	99
2024 Q3	$282K	Buy	1,159 +120	+12%	+$27.5K	0.06%	94
2024 Q2	$223K	Hold	1,039	–	–	0.05%	97
2024 Q1	$214K	Sell	1,039 -35	-3%	-$6.72K	0.05%	95
2023 Q4	$205K	Buy	+1,074	New	+$197K	0.06%	96
2023 Q3	–	Sell	-1,699	Closed	-$304K	–	94
2023 Q2	$303K	Buy	1,699 +4	+0.2%	+$735	0.09%	96
2023 Q1	$311K	Sell	1,695 -185	-10%	-$32.6K	0.09%	102
2022 Q4	$319K	Buy	+1,880	New	+$303K	0.09%	116

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Shorepoint Capital Partners's GLD Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in SPDR Gold Trust (GLD) in Q3 2025: 3,516 shares worth $1.25M. The stake represents 0.25% of the portfolio and ranks #75 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in GLD as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in GLD in Q4 2022 and has held it in 10 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

Shorepoint Capital Partners held 3,516 shares of SPDR Gold Trust worth $1.25M as of Q3 2025.
SPDR Gold Trust was a new Shorepoint Capital Partners position in Q3 2025.
SPDR Gold Trust made up 0.25% of Shorepoint Capital Partners's portfolio in Q3 2025, its #75 holding.
Shorepoint Capital Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 10 quarters since.
2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.