Univest Financial’s SPDR Gold Trust GLD Stock Holding History

Univest 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	$535K	Sell	1,244 -588	-32%	-$263K	0.03%	190
2025 Q4	$726K	Buy	1,832 +502	+38%	+$192K	0.04%	174
2025 Q3	$473K	Buy	1,330 +354	+36%	+$113K	0.03%	193
2025 Q2	$298K	Buy	976 +239	+32%	+$72.4K	0.02%	225
2025 Q1	$212K	Buy	+737	New	+$195K	0.01%	265
2020 Q2	–	Sell	-1,375	Closed	-$204K	–	105
2020 Q1	$204K	Buy	+1,375	New	+$205K	0.08%	105

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

Univest Financial's GLD Position: Q1 2026 in Review

Univest Financial reduced its SPDR Gold Trust (GLD) stake by 32% in Q1 2026, selling an estimated $263K and leaving 1,244 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #190.

Univest Financial first reported a position in GLD in Q1 2020 and has held it in 6 quarters since. The position peaked at $726K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Univest Financial held 1,244 shares of SPDR Gold Trust worth $535K as of Q1 2026.
Univest Financial sold 588 SPDR Gold Trust shares in Q1 2026, an estimated $263K.
SPDR Gold Trust made up 0.03% of Univest Financial's portfolio in Q1 2026, its #190 holding.
Univest Financial first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 6 quarters since.
Univest Financial's SPDR Gold Trust position peaked at $726K in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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