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Walkner Condon Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Walkner Condon 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 		$3.43M Sell
7,974
-882
-10% -$395K 0.45% 52
2025
Q4 		$3.51M Buy
8,856
+6
+0.1% +$2.29K 0.49% 47
2025
Q3 		$3.15M Sell
8,850
-180
-2% -$57.4K 0.5% 46
2025
Q2 		$2.75M Sell
9,030
-4
-0% -$1.21K 0.51% 48
2025
Q1 		$2.6M Sell
9,034
-988
-10% -$261K 0.53% 49
2024
Q4 		$2.43M Sell
10,022
-543
-5% -$133K 0.49% 55
2024
Q3 		$2.57M Buy
10,565
+652
+7% +$149K 0.52% 49
2024
Q2 		$2.13M Sell
9,913
-97
-1% -$21K 0.46% 54
2024
Q1 		$2.06M Buy
10,010
+119
+1% +$22.8K 0.44% 58
2023
Q4 		$1.89M Buy
9,891
+110
+1% +$20.2K 0.43% 62
2023
Q3 		$1.68M Buy
9,781
+553
+6% +$98.9K 0.44% 59
2023
Q2 		$1.65M Sell
9,228
-7
-0.1% -$1.29K 0.44% 53
2023
Q1 		$1.69M Buy
9,235
+90
+1% +$15.8K 0.47% 48
2022
Q4 		$1.55M Sell
9,145
-100
-1% -$16.1K 0.46% 53
2022
Q3 		$1.43M Buy
9,245
+76
+0.8% +$12.2K 0.46% 50
2022
Q2 		$1.54M Buy
9,169
+64
+0.7% +$11.2K 0.48% 49
2022
Q1 		$1.65M Sell
9,105
-1,351
-13% -$237K 0.47% 53
2021
Q4 		$1.79M Buy
10,456
+120
+1% +$20.1K 1.16% 26
2021
Q3 		$1.7M Buy
10,336
+898
+10% +$150K 0.84% 30
2021
Q2 		$1.56M Buy
9,438
+304
+3% +$51.7K 0.57% 40
2021
Q1 		$1.46M Buy
9,134
+608
+7% +$102K 0.57% 46
2020
Q4 		$1.52M Buy
8,526
+907
+12% +$160K 0.66% 38
2020
Q3 		$1.35M Buy
+7,619
New +$1.37M 0.72% 36

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

Walkner Condon Financial Advisors's GLD Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, selling an estimated $395K and leaving 7,974 shares worth $3.43M. The position accounts for 0.45% of the portfolio, ranked #52.

Walkner Condon Financial Advisors first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Walkner Condon Financial Advisors held 7,974 shares of SPDR Gold Trust worth $3.43M as of Q1 2026.
  • Walkner Condon Financial Advisors sold 882 SPDR Gold Trust shares in Q1 2026, an estimated $395K.
  • SPDR Gold Trust made up 0.45% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Walkner Condon Financial Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • Walkner Condon Financial Advisors's SPDR Gold Trust position peaked at $3.51M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.