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

AmeriServ Wealth 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	$852K	Sell	1,981 -35	-2%	-$15.7K	0.54%	18
2025 Q4	$799K	Buy	+2,016	New	+$770K	0.46%	25
2022 Q3	–	Sell	-8,993	Closed	-$1.51M	–	49
2022 Q2	$1.51M	Buy	+8,993	New	+$1.57M	3.57%	9
2021 Q2	–	Sell	-2,502	Closed	-$400K	–	71
2021 Q1	$400K	Hold	2,502	–	–	0.34%	44
2020 Q4	$446K	Buy	+2,502	New	+$441K	0.44%	41
2019 Q3	$268K	Hold	1,930	–	–	0.36%	50
2019 Q2	$257K	Buy	+1,930	New	+$239K	0.34%	55
2019 Q1	–	Sell	-4,000	Closed	-$485K	–	70
2018 Q4	$485K	Buy	+4,000	New	+$465K	1.23%	28
2016 Q4	–	Sell	-16,140	Closed	-$2.03M	–	52
2016 Q3	$2.03M	Buy	+16,140	New	+$2.06M	2.57%	4

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

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

AmeriServ Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q1 2026, selling an estimated $15.7K and leaving 1,981 shares worth $852K. The position accounts for 0.54% of the portfolio, ranked #18.

AmeriServ Wealth Advisors first reported a position in GLD in Q3 2016 and has held it in 9 quarters since. The position peaked at $2.03M in Q3 2016. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

AmeriServ Wealth Advisors held 1,981 shares of SPDR Gold Trust worth $852K as of Q1 2026.
AmeriServ Wealth Advisors sold 35 SPDR Gold Trust shares in Q1 2026, an estimated $15.7K.
SPDR Gold Trust made up 0.54% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #18 holding.
AmeriServ Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 9 quarters since.
AmeriServ Wealth Advisors's SPDR Gold Trust position peaked at $2.03M in Q3 2016.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.