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Symphony Financial’s SPDR Gold Trust GLD Stock Holding History

Symphony 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
Q1 		$17M Sell
40,140
-887
-2% -$397K 2.25% 8
2025
Q4 		$16.4M Buy
41,027
+1,751
+4% +$669K 2.2% 9
2025
Q3 		$13.9M Sell
39,276
-837
-2% -$267K 1.69% 15
2025
Q2 		$12.4M Buy
+40,113
New +$12.1M 1.63% 16
2025
Q1 		– Sell
-29,760
Closed -$7.53M – 146
2024
Q4 		$7.53M Buy
29,760
+49
+0.2% +$12K 1.18% 24
2024
Q3 		$7.28M Buy
29,711
+1,845
+7% +$423K 1.2% 23
2024
Q2 		$5.99M Sell
27,866
-742
-3% -$160K 1.09% 26
2024
Q1 		$5.89M Sell
28,608
-73
-0.3% -$14K 1.37% 22
2023
Q4 		$5.39M Sell
28,681
-19,572
-41% -$3.59M 1.16% 23
2023
Q3 		$8.19M Buy
48,253
+439
+0.9% +$78.5K 2% 13
2023
Q2 		$8.47M Buy
47,814
+384
+0.8% +$70.6K 2.08% 11
2023
Q1 		$8.74M Buy
47,430
+10,964
+30% +$1.93M 2.26% 11
2022
Q4 		$6.3M Buy
36,466
+1,594
+5% +$257K 1.67% 14
2022
Q3 		$5.39M Buy
34,872
+6,189
+22% +$995K 1.76% 16
2022
Q2 		$4.86M Buy
28,683
+553
+2% +$96.6K 1.44% 18
2022
Q1 		$5.07M Buy
28,130
+1,862
+7% +$327K 1.19% 21
2021
Q4 		$4.42M Sell
26,268
-1,653
-6% -$278K 1.23% 18
2021
Q3 		$4.5M Buy
27,921
+5,539
+25% +$927K 1.57% 14
2021
Q2 		$3.71M Sell
22,382
-127
-0.6% -$21.6K 1.26% 15
2021
Q1 		$3.67M Sell
22,509
-9,564
-30% -$1.61M 0.97% 21
2020
Q4 		$5.85M Buy
32,073
+3,045
+10% +$536K 2.1% 10
2020
Q3 		$5.14M Buy
29,028
+1,217
+4% +$219K 2.1% 9
2020
Q2 		$4.66M Buy
27,811
+4,087
+17% +$659K 2.25% 7
2020
Q1 		$3.63M Buy
+23,724
New +$3.53M 2.5% 6

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

Symphony Financial's GLD Position: Q1 2026 in Review

Symphony Financial reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q1 2026, selling an estimated $397K and leaving 40,140 shares worth $17M. The position accounts for 2.25% of the portfolio, ranked #8.

Symphony Financial first reported a position in GLD in Q1 2020 and has held it in 24 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Symphony Financial held 40,140 shares of SPDR Gold Trust worth $17M as of Q1 2026.
  • Symphony Financial sold 887 SPDR Gold Trust shares in Q1 2026, an estimated $397K.
  • SPDR Gold Trust made up 2.25% of Symphony Financial's portfolio in Q1 2026, its #8 holding.
  • Symphony Financial first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 24 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.