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Sonora Investment Management Group’s SPDR Gold Trust GLD Stock Holding History

Sonora Investment Management Group’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 		$1.15M Buy
3,248
+660
+26% +$210K 0.08% 121
2025
Q2 		$789K Buy
2,588
+25
+1% +$7.57K 0.06% 141
2025
Q1 		$739K Sell
2,563
-438
-15% -$116K 0.06% 139
2024
Q4 		$727K Sell
3,001
-275
-8% -$67.6K 0.06% 145
2024
Q3 		$796K Sell
3,276
-20
-0.6% -$4.58K 0.06% 143
2024
Q2 		$678K Hold
3,296
– – 0.05% 154
2024
Q1 		$678K Buy
3,296
+500
+18% +$96K 0.05% 154
2023
Q4 		$535K Buy
2,796
+956
+52% +$175K 0.04% 161
2023
Q3 		$315K Sell
1,840
-110
-6% -$19.7K 0.03% 196
2023
Q2 		$348K Sell
1,950
-60
-3% -$11K 0.03% 193
2023
Q1 		$368K Sell
2,010
-107
-5% -$18.8K 0.03% 185
2022
Q4 		$359K Buy
2,117
+295
+16% +$47.5K 0.03% 186
2022
Q3 		$307K Hold
1,822
– – 0.04% 152
2022
Q2 		$307K Buy
1,822
+300
+20% +$52.4K 0.03% 185
2022
Q1 		$276K Sell
1,522
-100
-6% -$17.5K 0.03% 175
2021
Q4 		$277K Buy
+1,622
New +$272K 0.03% 176

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sonora Investment Management Group's GLD Position: Q3 2025 in Review

Sonora Investment Management Group increased its SPDR Gold Trust (GLD) stake by 26% in Q3 2025, buying an estimated $210K and bringing the position to 3,248 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #121.

Sonora Investment Management Group first reported a position in GLD in Q4 2021 and has held it in 16 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Sonora Investment Management Group held 3,248 shares of SPDR Gold Trust worth $1.15M as of Q3 2025.
  • Sonora Investment Management Group bought 660 SPDR Gold Trust shares in Q3 2025, an estimated $210K.
  • SPDR Gold Trust made up 0.08% of Sonora Investment Management Group's portfolio in Q3 2025, its #121 holding.
  • Sonora Investment Management Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 16 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.