Zhang Financial’s SPDR Gold Trust GLD Stock Holding History

Zhang 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	$420K	Sell	977 -243	-20%	-$109K	0.01%	270
2025 Q4	$484K	Sell	1,220 -4	-0.3%	-$1.53K	0.02%	226
2025 Q3	$435K	Hold	1,224	–	–	0.02%	228
2025 Q2	$373K	Hold	1,224	–	–	0.02%	221
2025 Q1	$353K	Sell	1,224 -10	-0.8%	-$2.64K	0.02%	230
2024 Q4	$299K	Buy	1,234 +10	+0.8%	+$2.46K	0.02%	237
2024 Q3	$298K	Sell	1,224 -71	-5%	-$16.3K	0.02%	229
2024 Q2	$278K	Hold	1,295	–	–	0.02%	230
2024 Q1	$266K	Sell	1,295 -795	-38%	-$153K	0.02%	235
2023 Q4	$400K	Hold	2,090	–	–	0.03%	198
2023 Q3	$358K	Hold	2,090	–	–	0.04%	188
2023 Q2	$373K	Sell	2,090 -250	-11%	-$45.9K	0.04%	186
2023 Q1	$429K	Hold	2,340	–	–	0.05%	167
2022 Q4	$397K	Sell	2,340 -167	-7%	-$26.9K	0.05%	162
2022 Q3	$388K	Sell	2,507 -550	-18%	-$88.4K	0.06%	149
2022 Q2	$515K	Buy	3,057 +1,067	+54%	+$186K	0.08%	129
2022 Q1	$359K	Sell	1,990 -20	-1%	-$3.51K	0.06%	167
2021 Q4	$344K	Hold	2,010	–	–	0.06%	155
2021 Q3	$330K	Hold	2,010	–	–	0.08%	119
2021 Q2	$333K	Hold	2,010	–	–	0.08%	97
2021 Q1	$322K	Hold	2,010	–	–	0.09%	92
2020 Q4	$359K	Buy	2,010 +111	+6%	+$19.5K	0.11%	76
2020 Q3	$336K	Buy	1,899 +37	+2%	+$6.65K	0.12%	69
2020 Q2	$312K	Sell	1,862 -455	-20%	-$73.4K	0.12%	71
2020 Q1	$343K	Sell	2,317 -651	-22%	-$96.9K	0.15%	66
2019 Q4	$424K	Sell	2,968 -48	-2%	-$6.71K	0.16%	66
2019 Q3	$419K	Sell	3,016 -29	-1%	-$4.03K	0.18%	60
2019 Q2	$406K	Hold	3,045	–	–	0.17%	63
2019 Q1	$372K	Hold	3,045	–	–	0.16%	62
2018 Q4	$369K	Buy	3,045 +115	+4%	+$13.4K	0.18%	54
2018 Q3	$330K	Sell	2,930 -200	-6%	-$22.9K	0.16%	57
2018 Q2	$368K	Sell	3,130 -142	-4%	-$17.6K	0.19%	52
2018 Q1	$416K	Hold	3,272	–	–	0.22%	48
2017 Q4	$410K	Buy	3,272 +145	+5%	+$17.6K	0.2%	49
2017 Q3	$382K	Hold	3,127	–	–	0.19%	49
2017 Q2	$361K	Sell	3,127 -145	-4%	-$17.4K	0.19%	50
2017 Q1	$410K	Buy	3,272 +145	+5%	+$16.9K	0.2%	47
2016 Q4	$360K	Hold	3,127	–	–	0.2%	52
2016 Q3	$393K	Buy	3,127 +200	+7%	+$25.5K	0.22%	54
2016 Q2	$370K	Sell	2,927 -2	-0.1%	-$241	0.2%	53
2016 Q1	$345K	Hold	2,929	–	–	0.19%	54
2015 Q4	$297K	Buy	2,929 +133	+5%	+$14.1K	0.18%	57
2015 Q3	$299K	Hold	2,796	–	–	0.19%	53
2015 Q2	$314K	Hold	2,796	–	–	0.2%	53
2015 Q1	$318K	Buy	2,796 +320	+13%	+$37.4K	0.2%	53
2014 Q4	$281K	Hold	2,476	–	–	0.18%	54
2014 Q3	$288K	Buy	2,476 +100	+4%	+$12.3K	0.2%	50
2014 Q2	$304K	Buy	2,376 +96	+4%	+$11.9K	0.2%	48
2014 Q1	$282K	Buy	2,280 +195	+9%	+$24.3K	0.2%	46
2013 Q4	$242K	Hold	2,085	–	–	0.18%	48
2013 Q3	$267K	Buy	2,085 +150	+8%	+$19.3K	0.22%	44
2013 Q2	$230K	Buy	+1,935	New	+$265K	0.2%	47

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

Zhang Financial's GLD Position: Q1 2026 in Review

Zhang Financial reduced its SPDR Gold Trust (GLD) stake by 20% in Q1 2026, selling an estimated $109K and leaving 977 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #270.

Zhang Financial first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $515K in Q2 2022. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Zhang Financial held 977 shares of SPDR Gold Trust worth $420K as of Q1 2026.
Zhang Financial sold 243 SPDR Gold Trust shares in Q1 2026, an estimated $109K.
SPDR Gold Trust made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #270 holding.
Zhang Financial first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
Zhang Financial's SPDR Gold Trust position peaked at $515K in Q2 2022.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.