AWM
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AE Wealth Management’s SPDR Gold Trust GLD Stock Holding History

AE 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 		$25.3M Sell
58,726
-12,947
-18% -$5.8M 0.14% 167
2025
Q4 		$28.4M Buy
71,673
+814
+1% +$311K 0.16% 134
2025
Q3 		$25.2M Sell
70,859
-2,728
-4% -$869K 0.16% 140
2025
Q2 		$22.4M Sell
73,587
-2,277
-3% -$690K 0.16% 144
2025
Q1 		$21.9M Sell
75,864
-1,070
-1% -$283K 0.18% 127
2024
Q4 		$18.6M Sell
76,934
-13,481
-15% -$3.31M 0.16% 149
2024
Q3 		$22M Sell
90,415
-4,781
-5% -$1.09M 0.2% 122
2024
Q2 		$20.5M Buy
95,196
+26,023
+38% +$5.63M 0.2% 118
2024
Q1 		$14.2M Sell
69,173
-292,019
-81% -$56M 0.16% 175
2023
Q4 		$67.5M Buy
361,192
+8,808
+2% +$1.61M 0.34% 49
2023
Q3 		$60.4M Buy
352,384
+803
+0.2% +$144K 0.36% 47
2023
Q2 		$62.7M Buy
351,581
+97,044
+38% +$17.8M 0.38% 40
2023
Q1 		$46.6M Sell
254,537
-2,446
-1% -$430K 0.3% 59
2022
Q4 		$43.6M Sell
256,983
-45,305
-15% -$7.3M 0.32% 60
2022
Q3 		$46.8M Sell
302,288
-429,861
-59% -$69.1M 0.37% 49
2022
Q2 		$123M Sell
732,149
-429,551
-37% -$75M 0.99% 9
2022
Q1 		$210M Buy
1,161,700
+424,039
+57% +$74.4M 1.44% 9
2021
Q4 		$126M Buy
737,661
+90,199
+14% +$15.1M 0.88% 17
2021
Q3 		$106M Buy
647,462
+58,935
+10% +$9.87M 0.88% 16
2021
Q2 		$97.5M Sell
588,527
-214,277
-27% -$36.4M 0.85% 17
2021
Q1 		$128M Buy
802,804
+99,681
+14% +$16.8M 1.3% 11
2020
Q4 		$125M Buy
703,123
+254,894
+57% +$44.9M 1.42% 10
2020
Q3 		$79.4M Buy
448,229
+22,400
+5% +$4.03M 1.13% 15
2020
Q2 		$71.3M Buy
425,829
+180,252
+73% +$29.1M 1.1% 14
2020
Q1 		$36.4M Buy
245,577
+39,500
+19% +$5.88M 0.84% 21
2019
Q4 		$29.4M Buy
206,077
+65,417
+47% +$9.14M 0.64% 33
2019
Q3 		$19.5M Buy
140,660
+20,630
+17% +$2.87M 0.56% 37
2019
Q2 		$16M Buy
120,030
+71,531
+147% +$8.84M 0.48% 46
2019
Q1 		$5.92M Buy
48,499
+39,178
+420% +$4.83M 0.41% 54
2018
Q4 		$1.13M Sell
9,321
-87,392
-90% -$10.2M 0.19% 133
2018
Q3 		$10.9M Sell
96,713
-37,785
-28% -$4.33M 0.6% 36
2018
Q2 		$16M Sell
134,498
-6,418
-5% -$795K 1.09% 18
2018
Q1 		$17.7M Buy
140,916
+90,273
+178% +$11.4M 1.37% 14
2017
Q4 		$6.26M Buy
50,643
+22,772
+82% +$2.76M 0.55% 38
2017
Q3 		$3.39M Buy
27,871
+411
+1% +$50K 0.31% 53
2017
Q2 		$3.24M Buy
27,460
+20,437
+291% +$2.45M 0.39% 53
2017
Q1 		$834K Buy
7,023
+3,395
+94% +$395K 0.15% 131
2016
Q4 		$398K Buy
+3,628
New +$421K 0.16% 132

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AE Wealth Management reduced its SPDR Gold Trust (GLD) stake by 18% in Q1 2026, selling an estimated $5.8M and leaving 58,726 shares worth $25.3M. The position accounts for 0.14% of the portfolio, ranked #167.

AE Wealth Management first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $210M in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • AE Wealth Management held 58,726 shares of SPDR Gold Trust worth $25.3M as of Q1 2026.
  • AE Wealth Management sold 12,947 SPDR Gold Trust shares in Q1 2026, an estimated $5.8M.
  • SPDR Gold Trust made up 0.14% of AE Wealth Management's portfolio in Q1 2026, its #167 holding.
  • AE Wealth Management first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's SPDR Gold Trust position peaked at $210M in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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