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Angeles Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Angeles 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 		$4.01M Buy
9,320
+7,137
+327% +$3.2M 0.22% 49
2025
Q4 		$865K Hold
2,183
– – 0.05% 147
2025
Q3 		$776K Buy
2,183
+43
+2% +$13.7K 0.05% 144
2025
Q2 		$652K Buy
2,140
+500
+30% +$151K 0.04% 151
2025
Q1 		$473K Buy
1,640
+200
+14% +$52.9K 0.04% 147
2024
Q4 		$349K Hold
1,440
– – 0.03% 184
2024
Q3 		$350K Sell
1,440
-66
-4% -$15.1K 0.03% 175
2024
Q2 		$324K Sell
1,506
-264
-15% -$57.1K 0.03% 167
2024
Q1 		$364K Buy
1,770
+380
+27% +$72.9K 0.04% 151
2023
Q4 		$266K Buy
+1,390
New +$255K 0.03% 159

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

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

Angeles Wealth Management increased its SPDR Gold Trust (GLD) stake by 327% in Q1 2026, buying an estimated $3.2M and bringing the position to 9,320 shares worth $4.01M. The position accounts for 0.22% of the portfolio, ranked #49.

Angeles Wealth Management first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Angeles Wealth Management held 9,320 shares of SPDR Gold Trust worth $4.01M as of Q1 2026.
  • Angeles Wealth Management bought 7,137 SPDR Gold Trust shares in Q1 2026, an estimated $3.2M.
  • SPDR Gold Trust made up 0.22% of Angeles Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Angeles Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.