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

Aprio 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 		$2.74M Sell
6,378
-260
-4% -$116K 0.15% 97
2025
Q4 		$2.63M Buy
6,638
+731
+12% +$279K 0.15% 101
2025
Q3 		$2.1M Sell
5,907
-3
-0.1% -$956 0.21% 74
2025
Q2 		$1.8M Sell
5,910
-216
-4% -$65.4K 0.2% 73
2025
Q1 		$1.77M Sell
6,126
-84
-1% -$22.2K 0.22% 74
2024
Q4 		$1.5M Buy
6,210
+206
+3% +$50.6K 0.22% 66
2024
Q3 		$1.46M Sell
6,004
-25
-0.4% -$5.72K 0.23% 60
2024
Q2 		$1.3M Sell
6,029
-204
-3% -$44.1K 0.24% 58
2024
Q1 		$1.28M Buy
+6,233
New +$1.2M 0.25% 50
2022
Q3 		– Sell
-1,908
Closed -$321K – 117
2022
Q2 		$321K Sell
1,908
-21,084
-92% -$3.68M 0.13% 65
2022
Q1 		$4.15M Buy
22,992
+14,969
+187% +$2.63M 1.58% 17
2021
Q4 		$1.37M Sell
8,023
-2,303
-22% -$387K 0.57% 31
2021
Q3 		$1.7M Sell
10,326
-395
-4% -$66.1K 0.77% 28
2021
Q2 		$1.78M Buy
+10,721
New +$1.82M 0.84% 25
2020
Q4 		$2.39M Buy
13,414
+110
+0.8% +$19.4K 1.58% 14
2020
Q3 		$2.36M Sell
13,304
-484
-4% -$87K 1.67% 14
2020
Q2 		$2.31M Sell
13,788
-2,570
-16% -$415K 2.23% 11
2020
Q1 		$2.42M Buy
+16,358
New +$2.44M 3.07% 6

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

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

Aprio Wealth Management reduced its SPDR Gold Trust (GLD) stake by 3.9% in Q1 2026, selling an estimated $116K and leaving 6,378 shares worth $2.74M. The position accounts for 0.15% of the portfolio, ranked #97.

Aprio Wealth Management first reported a position in GLD in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.15M in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Aprio Wealth Management held 6,378 shares of SPDR Gold Trust worth $2.74M as of Q1 2026.
  • Aprio Wealth Management sold 260 SPDR Gold Trust shares in Q1 2026, an estimated $116K.
  • SPDR Gold Trust made up 0.15% of Aprio Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Aprio Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 18 quarters since.
  • Aprio Wealth Management's SPDR Gold Trust position peaked at $4.15M in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.