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

Swisher 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	$1.18M	Sell	2,743 -65	-2%	-$29.1K	0.66%	26
2025 Q4	$1.11M	Buy	2,808 +2	+0.1%	+$764	0.63%	26
2025 Q3	$997K	Buy	2,806 +36	+1%	+$11.5K	0.6%	24
2025 Q2	$844K	Sell	2,770 -145	-5%	-$43.9K	0.55%	31
2025 Q1	$840K	Buy	2,915 +363	+14%	+$96K	0.69%	25
2024 Q4	$618K	Buy	2,552 +32	+1%	+$7.86K	0.73%	27
2024 Q3	$617K	Buy	2,520 +110	+5%	+$25.2K	0.39%	43
2024 Q2	$519K	Sell	2,410 -22	-0.9%	-$4.76K	0.53%	34
2024 Q1	$527K	Hold	2,432	–	–	0.46%	35
2023 Q4	$457K	Buy	+2,432	New	+$446K	0.44%	38

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Swisher Financial Concepts reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, selling an estimated $29.1K and leaving 2,743 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #26.

Swisher Financial Concepts first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Swisher Financial Concepts held 2,743 shares of SPDR Gold Trust worth $1.18M as of Q1 2026.
Swisher Financial Concepts sold 65 SPDR Gold Trust shares in Q1 2026, an estimated $29.1K.
SPDR Gold Trust made up 0.66% of Swisher Financial Concepts's portfolio in Q1 2026, its #26 holding.
Swisher Financial Concepts first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.