Theory Financial LLC Has $6.46 Million Stake in SPDR Gold Shares $GLD

Posted by Francis Steltz on Jul 16th, 2026

Theory Financial LLC increased its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 35.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,010 shares of the exchange traded fund’s stock after acquiring an additional 3,900 shares during the quarter. SPDR Gold Shares accounts for approximately 2.3% of Theory Financial LLC’s portfolio, making the stock its 11th largest position. Theory Financial LLC’s holdings in SPDR Gold Shares were worth $6,459,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of GLD. Prepared Retirement Institute LLC grew its holdings in SPDR Gold Shares by 1.6% in the fourth quarter. Prepared Retirement Institute LLC now owns 1,328 shares of the exchange traded fund’s stock worth $526,000 after purchasing an additional 21 shares during the period. Hughes Financial Services LLC increased its stake in SPDR Gold Shares by 3.4% in the fourth quarter. Hughes Financial Services LLC now owns 667 shares of the exchange traded fund’s stock valued at $264,000 after purchasing an additional 22 shares in the last quarter. True Vision MN LLC raised its holdings in shares of SPDR Gold Shares by 3.2% during the fourth quarter. True Vision MN LLC now owns 768 shares of the exchange traded fund’s stock valued at $304,000 after purchasing an additional 24 shares during the period. Burns J W & Co. Inc. NY raised its holdings in shares of SPDR Gold Shares by 0.7% during the fourth quarter. Burns J W & Co. Inc. NY now owns 3,500 shares of the exchange traded fund’s stock valued at $1,387,000 after purchasing an additional 25 shares during the period. Finally, PFS Partners LLC boosted its position in shares of SPDR Gold Shares by 2.4% during the 4th quarter. PFS Partners LLC now owns 1,078 shares of the exchange traded fund’s stock worth $427,000 after purchasing an additional 25 shares in the last quarter. Institutional investors and hedge funds own 42.19% of the company’s stock.

SPDR Gold Shares Price Performance

Shares of GLD opened at $372.35 on Thursday. The stock has a 50-day moving average of $396.38 and a 200-day moving average of $425.45. The company has a market cap of $130.77 billion, a PE ratio of -32.43 and a beta of 0.17. SPDR Gold Shares has a one year low of $300.95 and a one year high of $509.70.

SPDR Gold Shares News Roundup

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

Positive Sentiment: Gold prices are benefiting from cooler U.S. producer and consumer inflation readings, which have pulled Treasury yields and the dollar lower and improved the appeal of bullion. Gold edges higher, silver slips as oil keeps inflation risk alive – Kitco PM Report
Positive Sentiment: Several market updates say gold is finding footing and holding above $4,000, with some strategists viewing the consolidation as constructive rather than a breakdown. Gold holds firm above $4,000 as investors look beyond inflation fears – Saxo’s Hansen
Positive Sentiment: Geopolitical tension and policy uncertainty continue to support sovereign and safe-haven gold demand, especially as some analysts say central banks are still buying. Fed won’t hike but hold, Warsh may have started too hawkish, and U.S. policy is driving sovereign gold demand – Natixis’ Christopher Hodge
Neutral Sentiment: Technical commentary suggests gold is still below major resistance, but weakening downside momentum and a possible double-bottom pattern could point to a rebound if buyers regain control. Gold (XAU/USD) Price Forecast: Can Gold Break Out Above Key Resistance?
Neutral Sentiment: One article argued investors should prefer bullion over gold miners for lower volatility, which reinforces the case for GLD as a relatively stable way to play the commodity. SPDR Gold Shares vs Sprott Gold Miners ETF. Should Investors Go For Bullion or Mining Stocks to Play the Comnmodity Boom?
Negative Sentiment: Gold has struggled at resistance near $4,100 and some reports note occasional pullbacks or flat trading when yields rise, which could limit upside in the near term. Gold Flat Amid Rising Oil Prices

About SPDR Gold Shares

(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.