4Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

4Wealth Advisors’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	–	Sell	-200	Closed	-$79.3K	–	147
2025 Q4	$79.3K	Hold	200	–	–	0.07%	141
2025 Q3	$71.1K	Hold	200	–	–	0.06%	132
2025 Q2	$61K	Buy	+200	New	+$60.6K	0.06%	129

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

4Wealth Advisors's GLD Position: Q1 2026 in Review

4Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 567 shares — an estimated $225K sold.

4Wealth Advisors first reported a position in GLD in Q2 2025 and held it in 3 quarters. The position peaked at $225K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

4Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
4Wealth Advisors sold 567 SPDR Gold Trust shares in Q1 2026, an estimated $225K.
4Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2025 and held it in 3 quarters.
4Wealth Advisors's SPDR Gold Trust position peaked at $225K in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on 4Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.