Vantage Point Financial’s SPDR Gold Trust GLD Stock Holding History

Vantage Point 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	$458K	Buy	1,065 +314	+42%	+$141K	0.16%	95
2025 Q4	$298K	Sell	751 -11	-1%	-$4.2K	0.11%	122
2025 Q3	$271K	Buy	762 +63	+9%	+$20.1K	0.11%	129
2025 Q2	$213K	Buy	+699	New	+$212K	0.09%	137

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

Vantage Point Financial's GLD Position: Q1 2026 in Review

Vantage Point Financial increased its SPDR Gold Trust (GLD) stake by 42% in Q1 2026, buying an estimated $141K and bringing the position to 1,065 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #95.

Vantage Point Financial first reported a position in GLD in Q2 2025 and has held it in 4 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Vantage Point Financial held 1,065 shares of SPDR Gold Trust worth $458K as of Q1 2026.
Vantage Point Financial bought 314 SPDR Gold Trust shares in Q1 2026, an estimated $141K.
SPDR Gold Trust made up 0.16% of Vantage Point Financial's portfolio in Q1 2026, its #95 holding.
Vantage Point Financial first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 4 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.