Sound Financial Strategies Group’s SPDR Gold Trust GLD Stock Holding History

Sound Financial Strategies 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
2026 Q1	$380K	Sell	884 -536	-38%	-$240K	0.26%	59
2025 Q4	$563K	Hold	1,420	–	–	0.4%	81
2025 Q3	$505K	Hold	1,420	–	–	0.37%	90
2025 Q2	$433K	Sell	1,420 -8	-0.6%	-$2.42K	0.37%	85
2025 Q1	$411K	Buy	1,428 +8	+0.6%	+$2.12K	0.37%	86
2024 Q4	$344K	Hold	1,420	–	–	0.29%	77
2024 Q3	$345K	Hold	1,420	–	–	0.28%	75
2024 Q2	$305K	Buy	1,420 +231	+19%	+$50K	0.27%	75
2024 Q1	$245K	Hold	1,189	–	–	0.2%	60
2023 Q4	$227K	Hold	1,189	–	–	0.19%	60
2023 Q3	$204K	Hold	1,189	–	–	0.17%	62
2023 Q2	$212K	Hold	1,189	–	–	0.15%	58
2023 Q1	$218K	Buy	+1,189	New	+$209K	0.15%	43

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

Sound Financial Strategies Group's GLD Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its SPDR Gold Trust (GLD) stake by 38% in Q1 2026, selling an estimated $240K and leaving 884 shares worth $380K. The position accounts for 0.26% of the portfolio, ranked #59.

Sound Financial Strategies Group first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $563K in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sound Financial Strategies Group held 884 shares of SPDR Gold Trust worth $380K as of Q1 2026.
Sound Financial Strategies Group sold 536 SPDR Gold Trust shares in Q1 2026, an estimated $240K.
SPDR Gold Trust made up 0.26% of Sound Financial Strategies Group's portfolio in Q1 2026, its #59 holding.
Sound Financial Strategies Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Sound Financial Strategies Group's SPDR Gold Trust position peaked at $563K in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.