Buck Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Buck Wealth Strategies’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	$1.29M	Sell	3,007 -338	-10%	-$151K	0.16%	66
2025 Q4	$1.33M	Sell	3,345 -480	-13%	-$183K	0.17%	64
2025 Q3	$1.36M	Sell	3,825 -331	-8%	-$105K	0.19%	62
2025 Q2	$1.27M	Buy	4,156 +1,085	+35%	+$329K	0.19%	59
2025 Q1	$885K	Sell	3,071 -38,738	-93%	-$10.2M	0.16%	75
2024 Q4	$10.1M	Buy	41,809 +15,511	+59%	+$3.81M	2.1%	18
2024 Q3	$6.39M	Sell	26,298 -1,915	-7%	-$439K	2.01%	28
2024 Q2	$6.07M	Buy	28,213 +26,849	+1,968%	+$5.81M	1.79%	34
2024 Q1	$280K	Sell	1,364 -23,031	-94%	-$4.42M	0.1%	70
2023 Q4	$4.66M	Buy	24,395 +286	+1%	+$52.4K	1.73%	35
2023 Q3	$4.13M	Buy	24,109 +1,231	+5%	+$220K	1.66%	37
2023 Q2	$4.08M	Buy	22,878 +1,294	+6%	+$238K	1.77%	29
2023 Q1	$3.95M	Buy	+21,584	New	+$3.8M	1.93%	28
2022 Q3	$3.35M	Buy	+19,517	New	+$3.14M	1.57%	39

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

Buck Wealth Strategies's GLD Position: Q1 2026 in Review

Buck Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, selling an estimated $151K and leaving 3,007 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #66.

Buck Wealth Strategies first reported a position in GLD in Q3 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2024. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Buck Wealth Strategies held 3,007 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
Buck Wealth Strategies sold 338 SPDR Gold Trust shares in Q1 2026, an estimated $151K.
SPDR Gold Trust made up 0.16% of Buck Wealth Strategies's portfolio in Q1 2026, its #66 holding.
Buck Wealth Strategies first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 14 quarters since.
Buck Wealth Strategies's SPDR Gold Trust position peaked at $10.1M in Q4 2024.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.