Larry Mathis Financial Planning LLC Makes New $1.22 Million Investment in SPDR Gold Shares $GLD

Posted by Stanley Muller on Jun 28th, 2026

Larry Mathis Financial Planning LLC bought a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The fund bought 2,828 shares of the exchange traded fund’s stock, valued at approximately $1,217,000. SPDR Gold Shares comprises about 1.1% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 16th largest position.

Other hedge funds have also recently made changes to their positions in the company. Trilogy Capital Inc. raised its position in shares of SPDR Gold Shares by 15.1% during the 1st quarter. Trilogy Capital Inc. now owns 93,035 shares of the exchange traded fund’s stock valued at $40,032,000 after buying an additional 12,174 shares in the last quarter. Summerhill Capital Management lnc. purchased a new position in SPDR Gold Shares in the first quarter worth about $1,616,000. Towne Trust Company N.A increased its stake in SPDR Gold Shares by 16.5% during the first quarter. Towne Trust Company N.A now owns 4,380 shares of the exchange traded fund’s stock worth $1,885,000 after acquiring an additional 621 shares during the last quarter. Realta Investment Advisors increased its stake in SPDR Gold Shares by 88.1% during the first quarter. Realta Investment Advisors now owns 2,451 shares of the exchange traded fund’s stock worth $1,055,000 after acquiring an additional 1,148 shares during the last quarter. Finally, Jim Saulnier & Associates LLC purchased a new stake in SPDR Gold Shares during the first quarter valued at approximately $213,000. 42.19% of the stock is currently owned by hedge funds and other institutional investors.

SPDR Gold Shares News Roundup

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

Positive Sentiment: Gold gained ground as the U.S. dollar pulled back from recent highs and Treasury yields eased, helping precious metals recover from pressure. Gold (XAUUSD), Silver, Platinum Forecasts – Gold Gains Ground As Dollar Moves Away From Yearly Highs
Positive Sentiment: Gold found support around the key $4,000 level and bounced as traders bought the dip after recent weakness. Gold Price Analysis – Gold Attempting to Bounce from $4000 Region
Positive Sentiment: Weaker inflation expectations and slightly better consumer sentiment supported a move higher in spot gold during Friday trading. Spot gold hits session high near 4080/oz after final Consumer Sentiment rises to 49.5, one-year and long-term inflation expectations ease
Neutral Sentiment: Some analysts still see gold’s longer-term structure as constructive, supported by central bank buying and continued industrial demand in related metals. Gold (XAUUSD) & Silver Price Forecast: Gold Retests $4,010 as Silver Breaks $56.50 Amid Ceasefire — Bearish Turn?
Negative Sentiment: Multiple market reports warned that gold remains under pressure from a strong dollar, hawkish Fed expectations, and resilient U.S. data, with some analysts calling for deeper downside. Gold (XAU/USD) Price Forecast: Trendline Break Signals Bearish Extension
Negative Sentiment: Other commentary suggested gold could still fall further, with prices struggling below $4,000 and bearish outlooks pointing to continued downside if support fails. Gold Declines; Prices Could Have Further to Fall

SPDR Gold Shares Price Performance

NYSEARCA:GLD opened at $373.63 on Friday. The firm has a market capitalization of $135.89 billion, a price-to-earnings ratio of -32.43 and a beta of 0.14. SPDR Gold Shares has a 1 year low of $299.89 and a 1 year high of $509.70. The business has a 50 day simple moving average of $411.07 and a 200-day simple moving average of $427.51.

SPDR Gold Shares Company Profile

(Free Report)

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.