SYM Financial Corp
GLD icon

SYM Financial Corp’s SPDR Gold Trust GLD Stock Holding History

SYM Financial Corp’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 		$1.19M Sell
3,118
-250
-7% -$97.8K 0.09% 62
2026
Q2 		$1.24M Sell
3,368
-372
-10% -$154K 0.1% 62
2026
Q1 		$1.61M Sell
3,740
-35
-0.9% -$15.7K 0.16% 42
2025
Q4 		$1.5M Buy
3,775
+150
+4% +$57.3K 0.15% 40
2025
Q3 		$1.29M Buy
3,625
+2,000
+123% +$637K 0.14% 42
2025
Q2 		$495K Sell
1,625
-100
-6% -$30.3K 0.06% 125
2025
Q1 		$497K Sell
1,725
-422
-20% -$112K 0.06% 106
2024
Q4 		$520K Sell
2,147
-621
-22% -$153K 0.07% 88
2024
Q3 		$673K Buy
2,768
+575
+26% +$132K 0.09% 56
2024
Q2 		$472K Buy
2,193
+420
+24% +$90.8K 0.08% 57
2024
Q1 		$365K Sell
1,773
-340
-16% -$65.3K 0.06% 61
2023
Q4 		$404K Sell
2,113
-86
-4% -$15.8K 0.07% 56
2023
Q3 		$377K Buy
2,199
+690
+46% +$123K 0.07% 58
2023
Q2 		$269K Hold
1,509
– – 0.05% 50
2023
Q1 		$276K Hold
1,509
– – 0.06% 47
2022
Q4 		$256K Sell
1,509
-30
-2% -$4.83K 0.06% 54
2022
Q3 		$238K Hold
1,539
– – 0.12% 52
2022
Q2 		$259K Hold
1,539
– – 0.12% 46
2022
Q1 		$278K Buy
+1,539
New +$270K 0.12% 44
2019
Q1 		– Sell
-1,746
Closed -$212K – 70
2018
Q4 		$212K Buy
+1,746
New +$203K 0.08% 40
2018
Q3 		– Sell
-1,746
Closed -$207K – 83
2018
Q2 		$207K Hold
1,746
– – 0.12% 25
2018
Q1 		$220K Buy
1,746
+60
+4% +$7.57K 0.13% 31
2017
Q4 		$208K Buy
+1,686
New +$204K 0.09% 44

Other funds holding GLD

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

SYM Financial Corp's GLD Position: Q3 2026 in Review

SYM Financial Corp reduced its SPDR Gold Trust (GLD) stake by 7.4% in Q3 2026, selling an estimated $97.8K and leaving 3,118 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #62.

SYM Financial Corp first reported a position in GLD in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.61M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • SYM Financial Corp held 3,118 shares of SPDR Gold Trust worth $1.19M as of Q3 2026.
  • SYM Financial Corp sold 250 SPDR Gold Trust shares in Q3 2026, an estimated $97.8K.
  • SPDR Gold Trust made up 0.09% of SYM Financial Corp's portfolio in Q3 2026, its #62 holding.
  • SYM Financial Corp first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 23 quarters since.
  • SYM Financial Corp's SPDR Gold Trust position peaked at $1.61M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.