Cherry Tree Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cherry Tree 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	$172K	Sell	399 -11	-3%	-$4.93K	0.04%	171
2025 Q4	$162K	Buy	410 +32	+8%	+$12.2K	0.03%	179
2025 Q3	$134K	Hold	378	–	–	0.03%	195
2025 Q2	$115K	Hold	378	–	–	0.03%	201
2025 Q1	$109K	Buy	378 +73	+24%	+$19.3K	0.03%	205
2024 Q4	$73.8K	Sell	305 -8	-3%	-$1.97K	0.02%	232
2024 Q3	$76.1K	Hold	313	–	–	0.02%	237
2024 Q2	$67.3K	Hold	313	–	–	0.02%	237
2024 Q1	$64.4K	Hold	313	–	–	0.02%	239
2023 Q4	$59.8K	Hold	313	–	–	0.02%	232
2023 Q3	$53.7K	Hold	313	–	–	0.02%	228
2023 Q2	$55.8K	Buy	+313	New	+$57.5K	0.02%	222

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's GLD Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2026, selling an estimated $4.93K and leaving 399 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #171.

Cherry Tree Wealth Management first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Cherry Tree Wealth Management held 399 shares of SPDR Gold Trust worth $172K as of Q1 2026.
Cherry Tree Wealth Management sold 11 SPDR Gold Trust shares in Q1 2026, an estimated $4.93K.
SPDR Gold Trust made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #171 holding.
Cherry Tree Wealth Management first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.