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Sunbelt Securities’s SPDR Gold Trust GLD Stock Holding History

Sunbelt Securities’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 		$1.76M Sell
4,084
-652
-14% -$292K 0.11% 160
2025
Q4 		$1.88M Buy
4,736
+30
+0.6% +$11.5K 0.13% 138
2025
Q3 		$1.67M Buy
4,706
+2,154
+84% +$686K 0.12% 153
2025
Q2 		$618K Sell
2,552
-821
-24% -$249K 0.05% 304
2025
Q1 		$972K Buy
3,373
+821
+32% +$217K 0.09% 197
2024
Q4 		$614K Buy
2,552
+100
+4% +$24.6K 0.05% 306
2024
Q3 		$596K Buy
2,452
+336
+16% +$76.9K 0.06% 314
2024
Q2 		$455K Buy
2,116
+45
+2% +$9.73K 0.05% 358
2024
Q1 		$426K Sell
2,071
-109
-5% -$20.9K 0.05% 356
2023
Q4 		$417K Sell
2,180
-400
-16% -$73.3K 0.05% 344
2023
Q3 		$442K Sell
2,580
-202
-7% -$36.1K 0.06% 307
2023
Q2 		$496K Buy
2,782
+850
+44% +$156K 0.07% 279
2023
Q1 		$356K Buy
1,932
+466
+32% +$82K 0.06% 319
2022
Q4 		$249K Sell
1,466
-3,012
-67% -$485K 0.05% 386
2022
Q3 		$693K Sell
4,478
-148
-3% -$23.8K 0.15% 175
2022
Q2 		$779K Buy
4,626
+3,051
+194% +$533K 0.16% 155
2022
Q1 		$284K Sell
1,575
-1,795
-53% -$315K 0.05% 370
2021
Q4 		$575K Buy
3,370
+253
+8% +$42.5K 0.09% 247
2021
Q3 		$528K Hold
3,117
– – 0.09% 244
2021
Q2 		$528K Sell
3,117
-614
-16% -$104K 0.1% 244
2021
Q1 		$597K Buy
3,731
+79
+2% +$13.3K 0.12% 212
2020
Q4 		$651K Buy
+3,652
New +$643K 0.13% 188
2020
Q2 		– Sell
-7,258
Closed -$1.07M – 327
2020
Q1 		$1.07M Buy
7,258
+482
+7% +$71.8K 0.05% 138
2019
Q4 		$968K Buy
6,776
+192
+3% +$26.8K 0.1% 204
2019
Q3 		$914K Buy
+6,584
New +$915K 0.1% 194
2018
Q3 		– Sell
-2,260
Closed -$268K – 226
2018
Q2 		$268K Buy
+2,260
New +$280K 0.16% 177

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

Sunbelt Securities's GLD Position: Q1 2026 in Review

Sunbelt Securities reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $292K and leaving 4,084 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #160.

Sunbelt Securities first reported a position in GLD in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.88M in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Sunbelt Securities held 4,084 shares of SPDR Gold Trust worth $1.76M as of Q1 2026.
  • Sunbelt Securities sold 652 SPDR Gold Trust shares in Q1 2026, an estimated $292K.
  • SPDR Gold Trust made up 0.11% of Sunbelt Securities's portfolio in Q1 2026, its #160 holding.
  • Sunbelt Securities first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 26 quarters since.
  • Sunbelt Securities's SPDR Gold Trust position peaked at $1.88M in Q4 2025.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.