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

Cabot 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 		$6.91M Sell
16,050
-318
-2% -$142K 0.79% 44
2025
Q4 		$6.49M Sell
16,368
-790
-5% -$302K 0.72% 47
2025
Q3 		$6.1M Sell
17,158
-264
-2% -$84.1K 0.68% 50
2025
Q2 		$5.31M Sell
17,422
-473
-3% -$143K 0.63% 49
2025
Q1 		$5.16M Buy
17,895
+98
+0.6% +$25.9K 0.66% 48
2024
Q4 		$4.31M Sell
17,797
-202
-1% -$49.6K 0.55% 55
2024
Q3 		$4.37M Sell
17,999
-3,690
-17% -$845K 0.55% 52
2024
Q2 		$4.66M Sell
21,689
-535
-2% -$116K 0.61% 49
2024
Q1 		$4.57M Sell
22,224
-778
-3% -$149K 0.6% 49
2023
Q4 		$4.4M Sell
23,002
-419
-2% -$76.8K 0.61% 47
2023
Q3 		$4.02M Sell
23,421
-275
-1% -$49.2K 0.62% 49
2023
Q2 		$4.22M Sell
23,696
-424
-2% -$77.9K 0.63% 47
2023
Q1 		$4.42M Sell
24,120
-145
-0.6% -$25.5K 0.7% 42
2022
Q4 		$4.12M Sell
24,265
-386
-2% -$62.2K 0.69% 43
2022
Q3 		$3.81M Sell
24,651
-336
-1% -$54K 0.64% 48
2022
Q2 		$4.21M Sell
24,987
-9
-0% -$1.57K 0.67% 48
2022
Q1 		$4.52M Sell
24,996
-18
-0.1% -$3.16K 0.61% 50
2021
Q4 		$4.28M Buy
25,014
+77
+0.3% +$12.9K 0.54% 53
2021
Q3 		$4.09M Sell
24,937
-17
-0.1% -$2.85K 0.55% 53
2021
Q2 		$4.13M Sell
24,954
-54
-0.2% -$9.18K 0.55% 53
2021
Q1 		$4M Sell
25,008
-332
-1% -$55.8K 0.56% 53
2020
Q4 		$4.52M Sell
25,340
-218
-0.9% -$38.4K 0.69% 51
2020
Q3 		$4.53M Sell
25,558
-180
-0.7% -$32.3K 0.82% 48
2020
Q2 		$4.31M Buy
25,738
+147
+0.6% +$23.7K 0.86% 46
2020
Q1 		$3.79M Sell
25,591
-8,294
-24% -$1.23M 0.91% 44
2019
Q4 		$4.84M Buy
33,885
+214
+0.6% +$29.9K 0.94% 42
2019
Q3 		$4.68M Buy
33,671
+595
+2% +$82.7K 0.99% 37
2019
Q2 		$4.41M Sell
33,076
-530
-2% -$65.5K 0.93% 37
2019
Q1 		$4.1M Sell
33,606
-253
-0.7% -$31.2K 0.9% 38
2018
Q4 		$4.11M Sell
33,859
-1,358
-4% -$158K 1% 37
2018
Q3 		$3.97M Sell
35,217
-1,207
-3% -$138K 0.85% 46
2018
Q2 		$4.32M Sell
36,424
-364
-1% -$45.1K 0.96% 40
2018
Q1 		$4.63M Sell
36,788
-316
-0.9% -$39.9K 1.03% 40
2017
Q4 		$4.59M Sell
37,104
-509
-1% -$61.7K 0.99% 39
2017
Q3 		$4.57M Sell
37,613
-9,771
-21% -$1.19M 1.03% 39
2017
Q2 		$5.59M Sell
47,384
-21,730
-31% -$2.6M 1.3% 29
2017
Q1 		$8.21M Sell
69,114
-6,939
-9% -$807K 2.02% 11
2016
Q4 		$8.34M Sell
76,053
-11,995
-14% -$1.39M 2.26% 10
2016
Q3 		$11.1M Sell
88,048
-358
-0.4% -$45.6K 2.84% 3
2016
Q2 		$11.2M Buy
88,406
+17,901
+25% +$2.15M 2.94% 2
2016
Q1 		$8.29M Buy
70,505
+23,622
+50% +$2.68M 2.31% 6
2015
Q4 		$4.76M Sell
46,883
-93
-0.2% -$9.83K 1.22% 28
2015
Q3 		$5.02M Sell
46,976
-1,271
-3% -$137K 1.39% 23
2015
Q2 		$5.42M Sell
48,247
-146
-0.3% -$16.7K 1.32% 25
2015
Q1 		$5.5M Sell
48,393
-743
-2% -$86.9K 1.34% 24
2014
Q4 		$5.58M Sell
49,136
-793
-2% -$91.5K 1.38% 18
2014
Q3 		$5.8M Sell
49,929
-317
-0.6% -$39.1K 1.48% 15
2014
Q2 		$6.43M Buy
50,246
+900
+2% +$112K 1.62% 11
2014
Q1 		$6.1M Buy
49,346
+1,868
+4% +$233K 1.6% 9
2013
Q4 		$5.51M Buy
47,478
+14,793
+45% +$1.82M 1.44% 10
2013
Q3 		$4.19M Sell
32,685
-779
-2% -$100K 1.26% 16
2013
Q2 		$3.99M Buy
+33,464
New +$4.58M 1.37% 11

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

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

Cabot Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, selling an estimated $142K and leaving 16,050 shares worth $6.91M. The position accounts for 0.79% of the portfolio, ranked #44.

Cabot Wealth Management first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q2 2016. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cabot Wealth Management held 16,050 shares of SPDR Gold Trust worth $6.91M as of Q1 2026.
  • Cabot Wealth Management sold 318 SPDR Gold Trust shares in Q1 2026, an estimated $142K.
  • SPDR Gold Trust made up 0.79% of Cabot Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Cabot Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • Cabot Wealth Management's SPDR Gold Trust position peaked at $11.2M in Q2 2016.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.