44 Wealth Management’s SPDR Gold Trust GLD Stock Holding History

44 Wealth Management’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	$4.48M	Sell	10,402 -272	-3%	-$122K	1.57%	6
2025 Q4	$4.23M	Buy	10,674 +1,242	+13%	+$474K	1.42%	8
2025 Q3	$3.35M	Buy	9,432 +2	+0%	+$637	1.14%	13
2025 Q2	$2.87M	Hold	9,430	–	–	1.02%	22
2025 Q1	$2.72M	Buy	9,430 +2,198	+30%	+$581K	1.02%	23
2024 Q4	$1.75M	Sell	7,232 -868	-11%	-$213K	0.67%	41
2024 Q3	$2.03M	Buy	+8,100	New	+$1.85M	0.72%	40
2023 Q2	$1.78M	Sell	9,977 -177	-2%	-$32.5K	0.61%	43
2023 Q1	$1.86M	Sell	10,154 -800	-7%	-$141K	0.63%	42
2022 Q4	$1.86M	Sell	10,954 -1,211	-10%	-$195K	0.64%	43
2022 Q3	$1.88M	Sell	12,165 -400	-3%	-$64.3K	0.77%	37
2022 Q2	$2.12M	Sell	12,565 -94	-0.7%	-$16.4K	0.82%	28
2022 Q1	$2.29M	Hold	12,659	–	–	0.82%	29
2021 Q4	$2.16M	Buy	12,659 +148	+1%	+$24.8K	0.75%	34
2021 Q3	$2.06M	Buy	12,511 +34	+0.3%	+$5.69K	0.79%	38
2021 Q2	$2.07M	Buy	12,477 +1,100	+10%	+$187K	0.8%	33
2021 Q1	$1.82M	Buy	11,377 +311	+3%	+$52.3K	0.76%	39
2020 Q4	$1.97M	Buy	+11,066	New	+$1.95M	0.9%	28

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

44 Wealth Management's GLD Position: Q1 2026 in Review

44 Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q1 2026, selling an estimated $122K and leaving 10,402 shares worth $4.48M. The position accounts for 1.57% of the portfolio, ranked #6.

44 Wealth Management first reported a position in GLD in Q4 2020 and has held it in 18 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

44 Wealth Management held 10,402 shares of SPDR Gold Trust worth $4.48M as of Q1 2026.
44 Wealth Management sold 272 SPDR Gold Trust shares in Q1 2026, an estimated $122K.
SPDR Gold Trust made up 1.57% of 44 Wealth Management's portfolio in Q1 2026, its #6 holding.
44 Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 18 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.