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Cassaday & Co Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cassaday & Co 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 		$3.17M Buy
7,370
+136
+2% +$60.9K 0.07% 63
2025
Q4 		$2.87M Buy
7,234
+2,297
+47% +$877K 0.06% 68
2025
Q3 		$1.75M Sell
4,937
-5
-0.1% -$1.59K 0.04% 98
2025
Q2 		$1.51M Buy
4,942
+49
+1% +$14.8K 0.04% 98
2025
Q1 		$1.41M Sell
4,893
-69
-1% -$18.2K 0.04% 92
2024
Q4 		$1.2M Buy
4,962
+90
+2% +$22.1K 0.03% 100
2024
Q3 		$1.18M Buy
4,872
+25
+0.5% +$5.72K 0.03% 97
2024
Q2 		$1.04M Hold
4,847
– – 0.03% 97
2024
Q1 		$997K Buy
4,847
+1,114
+30% +$214K 0.03% 104
2023
Q4 		$714K Sell
3,733
-1,018
-21% -$187K 0.02% 127
2023
Q3 		$815K Sell
4,751
-272
-5% -$48.6K 0.03% 99
2023
Q2 		$895K Buy
5,023
+254
+5% +$46.7K 0.04% 102
2023
Q1 		$874K Sell
4,769
-17
-0.4% -$2.99K 0.04% 108
2022
Q4 		$812K Buy
+4,786
New +$771K 0.04% 109

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

Cassaday & Co Wealth Management's GLD Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, buying an estimated $60.9K and bringing the position to 7,370 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #63.

Cassaday & Co Wealth Management first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cassaday & Co Wealth Management held 7,370 shares of SPDR Gold Trust worth $3.17M as of Q1 2026.
  • Cassaday & Co Wealth Management bought 136 SPDR Gold Trust shares in Q1 2026, an estimated $60.9K.
  • SPDR Gold Trust made up 0.07% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Cassaday & Co Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.