Chico Wealth RIA’s SPDR Gold Trust GLD Stock Holding History

Chico Wealth RIA’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 Q2	$1.33M	Buy	3,601 +1	+0%	+$414	0.69%	12
2026 Q1	$1.55M	Hold	3,600	–	–	0.95%	11
2025 Q4	$1.43M	Hold	3,600	–	–	0.93%	10
2025 Q3	$1.28M	Hold	3,600	–	–	0.87%	10
2025 Q2	$1.1M	Hold	3,600	–	–	0.87%	10
2025 Q1	$1.04M	Hold	3,600	–	–	0.9%	9
2024 Q4	$872K	Hold	3,600	–	–	0.76%	10
2024 Q3	$875K	Hold	3,600	–	–	0.75%	13
2024 Q2	$774K	Sell	3,600 -70	-2%	-$15.1K	0.71%	13
2024 Q1	$755K	Hold	3,670	–	–	0.71%	14
2023 Q4	$702K	Buy	+3,670	New	+$673K	0.73%	13

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

BlackRock New York $6.73T AUM 46.02% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chico Wealth RIA's GLD Position: Q2 2026 in Review

Chico Wealth RIA increased its SPDR Gold Trust (GLD) stake by 0.03% in Q2 2026, buying an estimated $414 and bringing the position to 3,601 shares worth $1.33M. The position accounts for 0.69% of the portfolio, ranked #12.

Chico Wealth RIA first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Chico Wealth RIA held 3,601 shares of SPDR Gold Trust worth $1.33M as of Q2 2026.
Chico Wealth RIA bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
SPDR Gold Trust made up 0.69% of Chico Wealth RIA's portfolio in Q2 2026, its #12 holding.
Chico Wealth RIA first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Chico Wealth RIA's SPDR Gold Trust position peaked at $1.55M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.