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Tobias Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Tobias Financial Advisors’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 		$932K Sell
2,165
-162
-7% -$72.6K 0.13% 72
2025
Q4 		$922K Buy
2,327
+518
+29% +$198K 0.13% 75
2025
Q3 		$643K Buy
1,809
+18
+1% +$5.74K 0.1% 81
2025
Q2 		$546K Sell
1,791
-109
-6% -$33K 0.09% 82
2025
Q1 		$547K Sell
1,900
-233
-11% -$61.6K 0.11% 69
2024
Q4 		$516K Hold
2,133
– – 0.1% 71
2024
Q3 		$518K Buy
2,133
+365
+21% +$83.6K 0.1% 66
2024
Q2 		$380K Sell
1,768
-94
-5% -$20.3K 0.08% 74
2024
Q1 		$383K Hold
1,862
– – 0.09% 72
2023
Q4 		$356K Buy
1,862
+232
+14% +$42.5K 0.09% 70
2023
Q3 		$279K Buy
1,630
+50
+3% +$8.94K 0.07% 75
2023
Q2 		$282K Buy
1,580
+198
+14% +$36.4K 0.08% 76
2023
Q1 		$253K Buy
+1,382
New +$243K 0.07% 72
2020
Q1 		– Sell
-160
Closed -$22K – 134
2019
Q4 		$22K Buy
+160
New +$22.4K 0.01% 135

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

Tobias Financial Advisors's GLD Position: Q1 2026 in Review

Tobias Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 7% in Q1 2026, selling an estimated $72.6K and leaving 2,165 shares worth $932K. The position accounts for 0.13% of the portfolio, ranked #72.

Tobias Financial Advisors first reported a position in GLD in Q4 2019 and has held it in 14 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Tobias Financial Advisors held 2,165 shares of SPDR Gold Trust worth $932K as of Q1 2026.
  • Tobias Financial Advisors sold 162 SPDR Gold Trust shares in Q1 2026, an estimated $72.6K.
  • SPDR Gold Trust made up 0.13% of Tobias Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Tobias Financial Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 14 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.