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

BlueChip 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	$5.6M	Sell	13,018 -2,147	-14%	-$962K	2.46%	12
2025 Q4	$6.01M	Sell	15,165 -568	-4%	-$217K	2.53%	12
2025 Q3	$5.59M	Sell	15,733 -486	-3%	-$155K	2.39%	13
2025 Q2	$4.94M	Sell	16,219 -2,188	-12%	-$663K	2.2%	13
2025 Q1	$5.3M	Buy	18,407 +133	+0.7%	+$35.2K	2.6%	10
2024 Q4	$4.42M	Sell	18,274 -320	-2%	-$78.6K	2.45%	12
2024 Q3	$4.52M	Buy	18,594 +1,298	+8%	+$297K	2.37%	13
2024 Q2	$3.72M	Buy	17,296 +1,228	+8%	+$266K	2.19%	13
2024 Q1	$3.31M	Buy	16,068 +290	+2%	+$55.7K	2.13%	13
2023 Q4	$3.02M	Buy	+15,778	New	+$2.89M	2.11%	13

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

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

BlueChip Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $962K and leaving 13,018 shares worth $5.6M. The position accounts for 2.46% of the portfolio, ranked #12.

BlueChip Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.01M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

BlueChip Wealth Advisors held 13,018 shares of SPDR Gold Trust worth $5.6M as of Q1 2026.
BlueChip Wealth Advisors sold 2,147 SPDR Gold Trust shares in Q1 2026, an estimated $962K.
SPDR Gold Trust made up 2.46% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #12 holding.
BlueChip Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's SPDR Gold Trust position peaked at $6.01M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.