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

Aquire 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	$648K	Hold	1,505	–	–	0.17%	31
2025 Q4	$596K	Sell	1,505 -5	-0.3%	-$1.91K	0.16%	31
2025 Q3	$537K	Hold	1,510	–	–	0.13%	30
2025 Q2	$460K	Hold	1,510	–	–	0.12%	32
2025 Q1	$435K	Sell	1,510 -61	-4%	-$16.1K	0.13%	35
2024 Q4	$380K	Buy	1,571 +71	+5%	+$17.4K	0.12%	36
2024 Q3	$365K	Sell	1,500 -4	-0.3%	-$916	0.11%	35
2024 Q2	$323K	Hold	1,504	–	–	0.11%	36
2024 Q1	$309K	Hold	1,504	–	–	0.11%	38
2023 Q4	$288K	Sell	1,504 -29	-2%	-$5.32K	0.11%	34
2023 Q3	$263K	Buy	1,533 +33	+2%	+$5.9K	0.11%	33
2023 Q2	$267K	Hold	1,500	–	–	0.11%	34
2023 Q1	$275K	Hold	1,500	–	–	0.12%	32
2022 Q4	$254K	Hold	1,500	–	–	0.13%	30
2022 Q3	$232K	Hold	1,500	–	–	0.13%	32
2022 Q2	$253K	Hold	1,500	–	–	0.15%	31
2022 Q1	$271K	Hold	1,500	–	–	0.14%	32
2021 Q4	$256K	Buy	+1,500	New	+$252K	0.13%	34

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

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

Aquire Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,505 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #31.

Aquire Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Aquire Wealth Advisors held 1,505 shares of SPDR Gold Trust worth $648K as of Q1 2026.
Aquire Wealth Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.17% of Aquire Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Aquire Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Aquire Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.