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Strategic Financial Concepts’s SPDR Gold Trust GLD Stock Holding History

Strategic Financial Concepts’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 		$2.87M Sell
6,663
-477
-7% -$214K 0.71% 37
2025
Q4 		$2.83M Buy
7,140
+3,962
+125% +$1.51M 2.59% 10
2025
Q3 		$1.13M Buy
3,178
+29
+0.9% +$9.24K 0.16% 71
2025
Q2 		$960K Sell
3,149
-6,525
-67% -$1.98M 0.14% 90
2025
Q1 		$2.79M Buy
9,674
+247
+3% +$65.3K 0.52% 49
2024
Q4 		$2.28M Buy
9,427
+6,962
+282% +$1.71M 0.44% 59
2024
Q3 		$599K Sell
2,465
-547,985
-100% -$125M 0.19% 101
2024
Q2 		$754K Buy
550,450
+544,807
+9,655% +$118M 0.44% 61
2024
Q1 		$1.16M Buy
5,643
+2,298
+69% +$441K 0.28% 81
2023
Q4 		$639K Sell
3,345
-1,790
-35% -$328K 0.38% 71
2023
Q3 		$880K Sell
5,135
-1,103
-18% -$197K 0.3% 82
2023
Q2 		$1.11M Sell
6,238
-333
-5% -$61.2K 0.41% 64
2023
Q1 		$1.2M Buy
+6,571
New +$1.16M 0.49% 58

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Strategic Financial Concepts's GLD Position: Q1 2026 in Review

Strategic Financial Concepts reduced its SPDR Gold Trust (GLD) stake by 6.7% in Q1 2026, selling an estimated $214K and leaving 6,663 shares worth $2.87M. The position accounts for 0.71% of the portfolio, ranked #37.

Strategic Financial Concepts first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Strategic Financial Concepts held 6,663 shares of SPDR Gold Trust worth $2.87M as of Q1 2026.
  • Strategic Financial Concepts sold 477 SPDR Gold Trust shares in Q1 2026, an estimated $214K.
  • SPDR Gold Trust made up 0.71% of Strategic Financial Concepts's portfolio in Q1 2026, its #37 holding.
  • Strategic Financial Concepts first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.