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

CCG 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	$3.04M	Buy	7,069 +3,209	+83%	+$1.44M	0.82%	22
2025 Q4	$1.53M	Sell	3,860 -2,990	-44%	-$1.14M	0.66%	27
2025 Q3	$2.43M	Buy	6,850 +3,000	+78%	+$956K	1.15%	17
2025 Q2	$1.17M	Hold	3,850	–	–	0.62%	29
2025 Q1	$1.11M	Buy	3,850 +2,842	+282%	+$752K	0.66%	28
2024 Q4	$244K	Sell	1,008 -2,469	-71%	-$607K	0.14%	62
2024 Q3	$845K	Sell	3,477 -524	-13%	-$120K	0.47%	35
2024 Q2	$860K	Buy	4,001 +46	+1%	+$9.95K	0.49%	34
2024 Q1	$814K	Buy	+3,955	New	+$759K	0.49%	32

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

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

CCG Wealth Management increased its SPDR Gold Trust (GLD) stake by 83% in Q1 2026, buying an estimated $1.44M and bringing the position to 7,069 shares worth $3.04M. The position accounts for 0.82% of the portfolio, ranked #22.

CCG Wealth Management first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

CCG Wealth Management held 7,069 shares of SPDR Gold Trust worth $3.04M as of Q1 2026.
CCG Wealth Management bought 3,209 SPDR Gold Trust shares in Q1 2026, an estimated $1.44M.
SPDR Gold Trust made up 0.82% of CCG Wealth Management's portfolio in Q1 2026, its #22 holding.
CCG Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.