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

Axxcess 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 		$19.8M Sell
46,021
-1,141
-2% -$511K 0.63% 39
2025
Q4 		$18.7M Buy
47,162
+7,076
+18% +$2.7M 0.32% 62
2025
Q3 		$14.2M Sell
40,086
-35
-0.1% -$11.2K 0.3% 68
2025
Q2 		$12.2M Buy
40,121
+80
+0.2% +$24.2K 0.29% 73
2025
Q1 		$11.5M Sell
40,041
-8,986
-18% -$2.38M 0.31% 67
2024
Q4 		$11.9M Buy
49,027
+1,176
+2% +$289K 0.29% 67
2024
Q3 		$11.6M Buy
47,851
+5,073
+12% +$1.16M 0.29% 68
2024
Q2 		$9.2M Buy
42,778
+2,596
+6% +$561K 0.24% 75
2024
Q1 		$8.27M Sell
40,182
-5,949
-13% -$1.14M 0.23% 82
2023
Q4 		$8.82M Buy
46,131
+10,729
+30% +$1.97M 0.26% 82
2023
Q3 		$6.07M Buy
35,402
+639
+2% +$114K 0.21% 97
2023
Q2 		$6.2M Buy
34,763
+1,722
+5% +$316K 0.45% 50
2023
Q1 		$6.05M Buy
33,041
+4,098
+14% +$721K 0.46% 49
2022
Q4 		$4.91M Sell
28,943
-2,872
-9% -$463K 0.41% 52
2022
Q3 		$4.92M Sell
31,815
-1,858
-6% -$299K 0.47% 43
2022
Q2 		$5.67M Buy
+33,673
New +$5.88M 0.52% 38
2022
Q1 		– Sell
-11,830
Closed -$2.08M – 667
2021
Q4 		$2.02M Buy
+11,830
New +$1.99M 0.15% 122

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

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

Axxcess Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.4% in Q1 2026, selling an estimated $511K and leaving 46,021 shares worth $19.8M. The position accounts for 0.63% of the portfolio, ranked #39.

Axxcess Wealth Management first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Axxcess Wealth Management held 46,021 shares of SPDR Gold Trust worth $19.8M as of Q1 2026.
  • Axxcess Wealth Management sold 1,141 SPDR Gold Trust shares in Q1 2026, an estimated $511K.
  • SPDR Gold Trust made up 0.63% of Axxcess Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Axxcess Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.