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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
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

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

SYM Financial Corp's GLD Position: Q1 2026 in Review

SYM Financial Corp reduced its SPDR Gold Trust (GLD) stake by 0.93% in Q1 2026, selling an estimated $15.7K and leaving 3,740 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #42.

SYM Financial Corp first reported a position in GLD in Q4 2017 and has held it in 21 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • SYM Financial Corp held 3,740 shares of SPDR Gold Trust worth $1.61M as of Q1 2026.
  • SYM Financial Corp sold 35 SPDR Gold Trust shares in Q1 2026, an estimated $15.7K.
  • SPDR Gold Trust made up 0.16% of SYM Financial Corp's portfolio in Q1 2026, its #42 holding.
  • SYM Financial Corp first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 21 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.