AWM
GLD icon

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
2019
Q4 		– Sell
-100
Closed -$3K – 1151
2019
Q3 		$3K Hold
100
– – ﹤0.01% 987
2019
Q2 		$2K Buy
+100
New +$12.4K ﹤0.01% 966

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.