Alaethes Wealth’s SPDR Gold Trust GLD Stock Holding History

Alaethes Wealth’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	$8.3M	Sell	19,285 -127	-0.7%	-$56.9K	2.36%	8
2025 Q4	$7.7M	Sell	19,412 -212	-1%	-$81K	2.17%	11
2025 Q3	$6.98M	Buy	19,624 +366	+2%	+$117K	1.98%	11
2025 Q2	$5.87M	Buy	19,258 +4,503	+31%	+$1.36M	1.75%	13
2025 Q1	$4.25M	Buy	14,755 +256	+2%	+$67.7K	1.56%	12
2024 Q4	$3.51M	Buy	14,499 +228	+2%	+$56K	1.25%	15
2024 Q3	$3.47M	Buy	14,271 +732	+5%	+$168K	1.28%	13
2024 Q2	$2.91M	Buy	13,539 +291	+2%	+$62.9K	1.2%	19
2024 Q1	$2.73M	Buy	13,248 +768	+6%	+$147K	1.19%	20
2023 Q4	$2.39M	Buy	+12,480	New	+$2.29M	1.13%	20

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

Alaethes Wealth's GLD Position: Q1 2026 in Review

Alaethes Wealth reduced its SPDR Gold Trust (GLD) stake by 0.65% in Q1 2026, selling an estimated $56.9K and leaving 19,285 shares worth $8.3M. The position accounts for 2.36% of the portfolio, ranked #8.

Alaethes Wealth first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Alaethes Wealth held 19,285 shares of SPDR Gold Trust worth $8.3M as of Q1 2026.
Alaethes Wealth sold 127 SPDR Gold Trust shares in Q1 2026, an estimated $56.9K.
SPDR Gold Trust made up 2.36% of Alaethes Wealth's portfolio in Q1 2026, its #8 holding.
Alaethes Wealth first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.