Succession Financial’s SPDR Gold Trust GLD Stock Holding History

Succession Financial’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 Q3	$5.44M	Sell	14,291 -243	-2%	-$95K	5.24%	5
2026 Q2	$5.35M	Buy	+14,534	New	+$6.02M	5.09%	4

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Succession Financial's GLD Position: Q3 2026 in Review

Succession Financial reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q3 2026, selling an estimated $95K and leaving 14,291 shares worth $5.44M. The position accounts for 5.24% of the portfolio, ranked #5.

Succession Financial first reported a position in GLD in Q2 2026 and has held it in 2 quarters since. 2,692 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Succession Financial held 14,291 shares of SPDR Gold Trust worth $5.44M as of Q3 2026.
Succession Financial sold 243 SPDR Gold Trust shares in Q3 2026, an estimated $95K.
SPDR Gold Trust made up 5.24% of Succession Financial's portfolio in Q3 2026, its #5 holding.
Succession Financial first reported a position in SPDR Gold Trust in Q2 2026 and has held it in 2 quarters since.
2,692 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.