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Stephens Consulting’s SPDR Gold Trust GLD Stock Holding History

Stephens Consulting’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
Q4 		$610K Hold
1,539
– – 0.2% 30
2025
Q3 		$547K Sell
1,539
-269
-15% -$85.7K 0.19% 35
2025
Q2 		$551K Hold
1,808
– – 0.13% 59
2025
Q1 		$521K Sell
1,808
-212
-10% -$56.1K 0.13% 54
2024
Q4 		$489K Sell
2,020
-803
-28% -$197K 0.12% 57
2024
Q3 		$686K Hold
2,823
– – 0.18% 49
2024
Q2 		$607K Sell
2,823
-6
-0.2% -$1.3K 0.17% 46
2024
Q1 		$582K Sell
2,829
-395
-12% -$75.8K 0.18% 43
2023
Q4 		$616K Buy
3,224
+82
+3% +$15K 0.21% 41
2023
Q3 		$539K Buy
3,142
+500
+19% +$89.4K 0.22% 43
2023
Q2 		$471K Sell
2,642
-22
-0.8% -$4.04K 0.19% 45
2023
Q1 		$488K Hold
2,664
– – 0.29% 43
2022
Q4 		$452K Buy
2,664
+81
+3% +$13K 0.3% 44
2022
Q3 		$400K Buy
2,583
+182
+8% +$29.3K 0.36% 40
2022
Q2 		$404K Hold
2,401
– – 0.33% 37
2022
Q1 		$434K Sell
2,401
-137
-5% -$24K 0.35% 39
2021
Q4 		$434K Buy
+2,538
New +$426K 0.36% 43

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Stephens Consulting's GLD Position: Q4 2025 in Review

Stephens Consulting held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 1,539 shares worth $610K. The position accounts for 0.2% of the portfolio, ranked #30.

Stephens Consulting first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $686K in Q3 2024. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Stephens Consulting held 1,539 shares of SPDR Gold Trust worth $610K as of Q4 2025.
  • Stephens Consulting left its SPDR Gold Trust share count unchanged in Q4 2025.
  • SPDR Gold Trust made up 0.2% of Stephens Consulting's portfolio in Q4 2025, its #30 holding.
  • Stephens Consulting first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's SPDR Gold Trust position peaked at $686K in Q3 2024.
  • 3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.