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

Chesapeake 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 		$1.03M Hold
2,403
– – 0.32% 75
2025
Q4 		$952K Hold
2,403
– – 0.28% 81
2025
Q3 		$854K Hold
2,403
– – 0.26% 84
2025
Q2 		$733K Hold
2,403
– – 0.24% 91
2025
Q1 		$692K Sell
2,403
-50
-2% -$13.2K 0.25% 92
2024
Q4 		$594K Sell
2,453
-50
-2% -$12.3K 0.2% 100
2024
Q3 		$608K Buy
2,503
+30
+1% +$6.87K 0.21% 97
2024
Q2 		$532K Hold
2,473
– – 0.19% 99
2024
Q1 		$509K Hold
2,473
– – 0.19% 101
2023
Q4 		$473K Sell
2,473
-89
-3% -$16.3K 0.18% 101
2023
Q3 		$439K Sell
2,562
-50
-2% -$8.94K 0.18% 102
2023
Q2 		$466K Sell
2,612
-20
-0.8% -$3.67K 0.18% 102
2023
Q1 		$482K Hold
2,632
– – 0.2% 103
2022
Q4 		$446K Hold
2,632
– – 0.2% 107
2022
Q3 		$407K Hold
2,632
– – 0.19% 109
2022
Q2 		$443K Hold
2,632
– – 0.19% 116
2022
Q1 		$475K Hold
2,632
– – 0.17% 119
2021
Q4 		$450K Hold
2,632
– – 0.15% 132
2021
Q3 		$432K Sell
2,632
-100
-4% -$16.7K 0.15% 136
2021
Q2 		$453K Sell
2,732
-170
-6% -$28.9K 0.15% 143
2021
Q1 		$464K Buy
2,902
+202
+7% +$33.9K 0.16% 132
2020
Q4 		$482K Hold
2,700
– – 0.16% 130
2020
Q3 		$478K Buy
2,700
+170
+7% +$30.6K 0.18% 119
2020
Q2 		$423K Hold
2,530
– – 0.17% 130
2020
Q1 		$375K Hold
2,530
– – 0.17% 120
2019
Q4 		$362K Sell
2,530
-18
-0.7% -$2.52K 0.14% 144
2019
Q3 		$354K Buy
2,548
+515
+25% +$71.6K 0.14% 142
2019
Q2 		$271K Sell
2,033
-107
-5% -$13.2K 0.11% 162
2019
Q1 		$261K Buy
2,140
+7
+0.3% +$862 0.11% 166
2018
Q4 		$259K Buy
2,133
+170
+9% +$19.8K 0.13% 155
2018
Q3 		$221K Sell
1,963
-35
-2% -$4.01K 0.1% 177
2018
Q2 		$237K Hold
1,998
– – 0.11% 165
2018
Q1 		$251K Buy
+1,998
New +$252K 0.12% 160

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

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

Chesapeake Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,403 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #75.

Chesapeake Wealth Management first reported a position in GLD in Q1 2018 and has held it in 33 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Chesapeake Wealth Management held 2,403 shares of SPDR Gold Trust worth $1.03M as of Q1 2026.
  • Chesapeake Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.32% of Chesapeake Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Chesapeake Wealth Management first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 33 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.