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

Cadence 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	$16.1M	Buy	37,424 +242	+0.7%	+$108K	6.72%	5
2025 Q4	$14.7M	Sell	37,182 -139	-0.4%	-$53.1K	7.11%	4
2025 Q3	$13.3M	Buy	37,321 +537	+1%	+$171K	6.95%	5
2025 Q2	$11.2M	Buy	36,784 +884	+2%	+$268K	7.42%	4
2025 Q1	$10.3M	Sell	35,900 -17,888	-33%	-$4.73M	7.65%	4
2024 Q4	$13M	Sell	53,788 -9,682	-15%	-$2.38M	8.63%	4
2024 Q3	$15.4M	Buy	63,470 +449	+0.7%	+$103K	12.54%	3
2024 Q2	$13.6M	Sell	63,021 -10,872	-15%	-$2.35M	9.47%	5
2024 Q1	$15.2M	Sell	73,893 -17,347	-19%	-$3.33M	15.64%	2
2023 Q4	$17.4M	Buy	91,240 +131	+0.1%	+$24K	13.69%	4
2023 Q3	$15.6M	Sell	91,109 -2,393	-3%	-$428K	12.97%	3
2023 Q2	$16.7M	Sell	93,502 -3,524	-4%	-$648K	16.14%	2
2023 Q1	$17.8M	Buy	97,026 +15,348	+19%	+$2.7M	18.1%	3
2022 Q4	$13.9M	Sell	81,678 -24,228	-23%	-$3.9M	11.88%	3
2022 Q3	$16.4M	Buy	105,906 +1,346	+1%	+$216K	15.39%	2
2022 Q2	$17.6M	Buy	104,560 +29,085	+39%	+$5.08M	18.26%	2
2022 Q1	$13.6M	Buy	75,475 +1,570	+2%	+$275K	10.47%	4
2021 Q4	$12.6M	Buy	73,905 +726	+1%	+$122K	13.87%	4
2021 Q3	$12M	Buy	73,179 +25,827	+55%	+$4.32M	13.59%	3
2021 Q2	$7.84M	Sell	47,352 -23,919	-34%	-$4.06M	6.62%	6
2021 Q1	$11.4M	Buy	+71,271	New	+$12M	10.3%	5

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

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

Cadence Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.65% in Q1 2026, buying an estimated $108K and bringing the position to 37,424 shares worth $16.1M. The position accounts for 6.72% of the portfolio, ranked #5.

Cadence Wealth Management first reported a position in GLD in Q1 2021 and has held it in 21 quarters since. The position peaked at $17.8M in Q1 2023. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Cadence Wealth Management held 37,424 shares of SPDR Gold Trust worth $16.1M as of Q1 2026.
Cadence Wealth Management bought 242 SPDR Gold Trust shares in Q1 2026, an estimated $108K.
SPDR Gold Trust made up 6.72% of Cadence Wealth Management's portfolio in Q1 2026, its #5 holding.
Cadence Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's SPDR Gold Trust position peaked at $17.8M in Q1 2023.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.