SPDR Gold Shares $GLD Shares Sold by Wells Financial Advisors INC

Wells Financial Advisors INC cut its holdings in SPDR Gold Shares (NYSEARCA:GLD) by 22.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,893 shares of the exchange traded fund’s stock after selling 2,899 shares during the period. SPDR Gold Shares comprises approximately 7.5% of Wells Financial Advisors INC’s investment portfolio, making the stock its 3rd biggest holding. Wells Financial Advisors INC’s holdings in SPDR Gold Shares were worth $3,921,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Calder Financial LLC acquired a new stake in SPDR Gold Shares in the fourth quarter valued at $807,000. Empirical Asset Management LLC grew its position in shares of SPDR Gold Shares by 256.7% in the 3rd quarter. Empirical Asset Management LLC now owns 36,404 shares of the exchange traded fund’s stock valued at $12,941,000 after buying an additional 26,197 shares during the last quarter. Colonial Trust Advisors increased its stake in shares of SPDR Gold Shares by 7.6% in the third quarter. Colonial Trust Advisors now owns 19,720 shares of the exchange traded fund’s stock valued at $7,010,000 after buying an additional 1,385 shares during the period. Spirepoint Private Client LLC bought a new position in shares of SPDR Gold Shares during the third quarter worth about $742,000. Finally, FAS Wealth Partners Inc. lifted its stake in shares of SPDR Gold Shares by 71.1% in the third quarter. FAS Wealth Partners Inc. now owns 20,916 shares of the exchange traded fund’s stock worth $7,435,000 after acquiring an additional 8,691 shares during the period. Institutional investors own 42.19% of the company’s stock.

Key Stories Impacting SPDR Gold Shares

Here are the key news stories impacting SPDR Gold Shares this week:

• Positive Sentiment: Central banks remain net buyers and structural supply/demand dynamics (large silver deficit, heavy central?bank purchases of gold) support a longer?term bull case for bullion and the GLD vehicle. Gold (XAUUSD) & Silver Price Forecast: Silver’s 762M Oz Drain – Structural Bull Case Intact?
• Positive Sentiment: Technical support: some analysts report stabilization above key Fibonacci levels (around $4,532 on XAUUSD) and identify potential rally targets near $4,800, which can spur short?covering and bargain buying in GLD. Gold (XAUUSD) & Silver Price Forecast: $4,532 Holds – Is Gold’s Road to $4,800 Now Open?
• Neutral Sentiment: Valuation view: some outlets argue GLD (and IAU) may look attractively priced after an ~8% slide since the Iran war began, which could attract long?term investors even as near?term risks persist. Gold ETF Value Check: With Gold Down 8% Since the Iran War Began, Are GLD and IAU Fairly Valued at Current Levels?
• Neutral Sentiment: Intermittent rebounds tied to short?term moves in the dollar and yields (e.g., dips in U.S. yields or a weaker dollar) are producing sporadic buying and technical recoveries that can lift GLD intraday. Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run Hot
• Negative Sentiment: Energy/inflation shock: rising oil prices are increasing inflation expectations and pushing back market hopes for Fed rate cuts — a key headwind for gold and GLD because higher/longer rates raise real yields. Gold and Silver Technical Analysis: Oil Shock Keeps Metals Under Pressure
• Negative Sentiment: Fed stance and stronger dollar/real yields: commentary and data showing a higher?for?longer Fed outlook have lifted yields and the dollar, intensifying selling pressure on gold and weighing on GLD. Gold News: Gold Market Pressured by Fed Stance, Stronger Dollar, Fading Gold Breakout Hopes
• Negative Sentiment: Bearish positioning and technical setups: notable options trades (selling upside call exposure while buying puts on GLD) and technical breakdowns (bearish wedges, momentum toward support zones) signal increased downside risk and caution for GLD holders. A million-dollar gold bear emerges ahead of the Fed decision Gold (XAU/USD) Price Forecast: Rebound Faces Larger Bearish Setup

SPDR Gold Shares Stock Performance

NYSEARCA:GLD opened at $423.66 on Friday. SPDR Gold Shares has a fifty-two week low of $291.78 and a fifty-two week high of $509.70. The company has a 50 day simple moving average of $444.17 and a two-hundred day simple moving average of $419.90. The company has a market capitalization of $155.19 billion, a PE ratio of -32.43 and a beta of 0.20.

SPDR Gold Shares Company Profile

SPDR Gold Trust (the Trust) is an investment trust. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust’s expenses. The Trust’s business activity is the investment of gold. The Trust creates and redeems Shares from time to time, but in one or more Baskets (a Basket equals a block of 100,000 Shares). The Trust issues Shares in Baskets to certain authorized participants (Authorized Participants) on an ongoing basis. The creation and redemption of Baskets is only made in exchange for the delivery to the Trust or the distribution by the Trust of the amount of gold and any cash represented by the Baskets being created or redeemed, the amount of which will be based on the combined net asset value of various Shares included in the Baskets being created or redeemed determined on the day the order to create or redeem Baskets is properly received.