Stonegate Investment Group’s SPDR Gold Trust GLD Stock Holding History

Stonegate Investment 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	$1.45M	Hold	4,076	–	–	0.03%	154
2025 Q2	$1.24M	Hold	4,076	–	–	0.03%	163
2025 Q1	$1.17M	Sell	4,076 -40	-1%	-$10.6K	0.03%	146
2024 Q4	$997K	Hold	4,116	–	–	0.03%	153
2024 Q3	$1M	Sell	4,116 -198	-5%	-$45.3K	0.03%	166
2024 Q2	$928K	Buy	4,314 +626	+17%	+$135K	0.03%	171
2024 Q1	$759K	Sell	3,688 -27	-0.7%	-$5.18K	0.02%	186
2023 Q4	$710K	Sell	3,715 -96	-3%	-$17.6K	0.02%	183
2023 Q3	$653K	Hold	3,811	–	–	0.02%	179
2023 Q2	$679K	Buy	3,811 +27	+0.7%	+$4.96K	0.02%	185
2023 Q1	$693K	Sell	3,784 -905	-19%	-$159K	0.03%	182
2022 Q4	$795K	Sell	4,689 -275	-6%	-$44.3K	0.03%	163
2022 Q3	$768K	Hold	4,964	–	–	0.04%	146
2022 Q2	$836K	Buy	4,964 +2,925	+143%	+$511K	0.04%	145
2022 Q1	$368K	Sell	2,039 -131	-6%	-$23K	0.01%	191
2021 Q4	$371K	Buy	+2,170	New	+$364K	0.02%	196

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

Stonegate Investment Group's GLD Position: Q3 2025 in Review

Stonegate Investment Group held its SPDR Gold Trust (GLD) position steady in Q3 2025 at 4,076 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #154.

Stonegate Investment 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.

Stonegate Investment Group held 4,076 shares of SPDR Gold Trust worth $1.45M as of Q3 2025.
Stonegate Investment Group left its SPDR Gold Trust share count unchanged in Q3 2025.
SPDR Gold Trust made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #154 holding.
Stonegate Investment 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 Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.