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

Apex 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	$477K	Hold	1,108	–	–	0.33%	46
2025 Q4	$467K	Hold	1,108	–	–	0.47%	34
2025 Q3	$394K	Hold	1,108	–	–	0.28%	42
2025 Q2	$338K	Hold	1,108	–	–	0.27%	41
2025 Q1	$319K	Hold	1,108	–	–	0.29%	39
2024 Q4	$268K	Buy	+1,108	New	+$272K	0.23%	44

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

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

Apex Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,108 shares worth $477K. The position accounts for 0.33% of the portfolio, ranked #46.

Apex Wealth Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Apex Wealth Management held 1,108 shares of SPDR Gold Trust worth $477K as of Q1 2026.
Apex Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.33% of Apex Wealth Management's portfolio in Q1 2026, its #46 holding.
Apex Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.