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

Calamos 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	$1.6M	Buy	3,721 +102	+3%	+$45.7K	0.06%	159
2025 Q4	$1.43M	Buy	3,619 +459	+15%	+$175K	0.05%	157
2025 Q3	$1.12M	Buy	3,160 +2,240	+243%	+$714K	0.04%	174
2025 Q2	$280K	Hold	920	–	–	0.01%	292
2025 Q1	$265K	Buy	+920	New	+$243K	0.01%	270
2024 Q1	–	Sell	-3,544	Closed	-$678K	–	324
2023 Q4	$678K	Hold	3,544	–	–	0.04%	169
2023 Q3	$608K	Hold	3,544	–	–	0.05%	183
2023 Q2	$632K	Hold	3,544	–	–	0.05%	180
2023 Q1	$649K	Buy	3,544 +34	+1%	+$5.98K	0.05%	172
2022 Q4	$595K	Hold	3,510	–	–	0.05%	185
2022 Q3	$543K	Hold	3,510	–	–	0.05%	183
2022 Q2	$591K	Hold	3,510	–	–	0.05%	183
2022 Q1	$634K	Sell	3,510 -300	-8%	-$52.6K	0.05%	202
2021 Q4	$651K	Sell	3,810 -60	-2%	-$10.1K	0.05%	203
2021 Q3	$636K	Buy	3,870 +100	+3%	+$16.7K	0.05%	200
2021 Q2	$624K	Hold	3,770	–	–	0.05%	210
2021 Q1	$603K	Hold	3,770	–	–	0.05%	204
2020 Q4	$672K	Hold	3,770	–	–	0.06%	186
2020 Q3	$668K	Hold	3,770	–	–	0.08%	165
2020 Q2	$631K	Hold	3,770	–	–	0.08%	156
2020 Q1	$558K	Hold	3,770	–	–	0.09%	143
2019 Q4	$539K	Hold	3,770	–	–	0.06%	166
2019 Q3	$524K	Hold	3,770	–	–	0.07%	162
2019 Q2	$502K	Buy	+3,770	New	+$466K	0.07%	160

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

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

Calamos Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.8% in Q1 2026, buying an estimated $45.7K and bringing the position to 3,721 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #159.

Calamos Wealth Management first reported a position in GLD in Q2 2019 and has held it in 24 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Calamos Wealth Management held 3,721 shares of SPDR Gold Trust worth $1.6M as of Q1 2026.
Calamos Wealth Management bought 102 SPDR Gold Trust shares in Q1 2026, an estimated $45.7K.
SPDR Gold Trust made up 0.06% of Calamos Wealth Management's portfolio in Q1 2026, its #159 holding.
Calamos Wealth Management first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 24 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.