Vantage Financial Partners (Wisconsin)’s SPDR Gold Trust GLD Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$1.74M	Buy	4,395 +19	+0.4%	+$7.26K	0.35%	48
2025 Q3	$1.56M	Buy	4,376 +12	+0.3%	+$3.82K	0.33%	48
2025 Q2	$1.33M	Buy	4,364 +185	+4%	+$56K	0.31%	53
2025 Q1	$1.2M	Buy	4,179 +57	+1%	+$15.1K	0.3%	51
2024 Q4	$998K	Buy	4,122 +89	+2%	+$21.9K	0.25%	61
2024 Q3	$980K	Hold	4,033	–	–	0.24%	60
2024 Q2	$867K	Hold	4,033	–	–	0.23%	49
2024 Q1	$830K	Hold	4,033	–	–	0.22%	54
2023 Q4	$771K	Hold	4,033	–	–	0.23%	49
2023 Q3	$691K	Hold	4,033	–	–	0.27%	30
2023 Q2	$719K	Hold	4,033	–	–	0.27%	28
2023 Q1	$739K	Hold	4,033	–	–	0.29%	31
2022 Q4	$684K	Hold	4,033	–	–	0.41%	23
2022 Q3	$624K	Sell	4,033 -20	-0.5%	-$3.22K	0.42%	23
2022 Q2	$683K	Buy	4,053 +20	+0.5%	+$3.49K	0.4%	17
2022 Q1	$729K	Buy	4,033 +2,000	+98%	+$351K	0.37%	18
2021 Q4	$348K	Buy	+2,033	New	+$341K	0.14%	39

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GLD Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its SPDR Gold Trust (GLD) stake by 0.43% in Q4 2025, buying an estimated $7.26K and bringing the position to 4,395 shares worth $1.74M. The position accounts for 0.35% of the portfolio, ranked #48.

Vantage Financial Partners (Wisconsin) first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. 3,082 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 4,395 shares of SPDR Gold Trust worth $1.74M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 19 SPDR Gold Trust shares in Q4 2025, an estimated $7.26K.
SPDR Gold Trust made up 0.35% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #48 holding.
Vantage Financial Partners (Wisconsin) first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
3,082 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.