Circle Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Buy |
33,304
+865
| +3% | +$387K | 0.2% | 33 |
|
|
2025
Q4 | $12.9M | Buy |
32,439
+2,010
| +7% | +$768K | 0.2% | 33 |
|
|
2025
Q3 | $10.8M | Buy |
30,429
+131
| +0.4% | +$41.7K | 0.21% | 32 |
|
|
2025
Q2 | $9.24M | Buy |
30,298
+2,074
| +7% | +$628K | 0.2% | 34 |
|
|
2025
Q1 | $8.13M | Buy |
28,224
+1,846
| +7% | +$488K | 0.19% | 34 |
|
|
2024
Q4 | $6.39M | Sell |
26,378
-15
| -0.1% | -$3.69K | 0.14% | 41 |
|
|
2024
Q3 | $6.42M | Buy |
26,393
+1,381
| +6% | +$316K | 0.14% | 41 |
|
|
2024
Q2 | $5.38M | Sell |
25,012
-6
| -0% | -$1.3K | 0.12% | 42 |
|
|
2024
Q1 | $5.15M | Hold |
25,018
| – | – | 0.13% | 45 |
|
|
2023
Q4 | $4.78M | Buy |
25,018
+2,995
| +14% | +$549K | 0.12% | 44 |
|
|
2023
Q3 | $3.78M | Hold |
22,023
| – | – | 0.09% | 49 |
|
|
2023
Q2 | $3.93M | Buy |
22,023
+6,470
| +42% | +$1.19M | 0.52% | 27 |
|
|
2023
Q1 | $2.85M | Buy |
15,553
+423
| +3% | +$74.4K | 0.41% | 31 |
|
|
2022
Q4 | $2.57M | Hold |
15,130
| – | – | 0.4% | 31 |
|
|
2022
Q3 | $2.34M | Sell |
15,130
-925
| -6% | -$149K | 0.39% | 32 |
|
|
2022
Q2 | $2.71M | Hold |
16,055
| – | – | 0.43% | 28 |
|
|
2022
Q1 | $2.9M | Hold |
16,055
| – | – | 0.38% | 31 |
|
|
2021
Q4 | $2.75M | Hold |
16,055
| – | – | 0.36% | 32 |
|
|
2021
Q3 | $2.64M | Hold |
16,055
| – | – | 0.38% | 32 |
|
|
2021
Q2 | $2.66M | Hold |
16,055
| – | – | 0.38% | 31 |
|
|
2021
Q1 | $2.57M | Sell |
16,055
-115
| -0.7% | -$19.3K | 0.41% | 30 |
|
|
2020
Q4 | $2.88M | Buy |
16,170
+440
| +3% | +$77.5K | 0.41% | 32 |
|
|
2020
Q3 | $2.79M | Buy |
15,730
+860
| +6% | +$155K | 0.46% | 31 |
|
|
2020
Q2 | $2.49M | Buy |
14,870
+4,935
| +50% | +$796K | 0.44% | 30 |
|
|
2020
Q1 | $1.48M | Buy |
+9,935
| New | +$1.48M | 0.29% | 43 |
|
|
2018
Q4 | – | Sell |
-3,950
| Closed | -$445K | – | 87 |
|
|
2018
Q3 | $445K | Hold |
3,950
| – | – | 0.14% | 56 |
|
|
2018
Q2 | $469K | Hold |
3,950
| – | – | 0.16% | 55 |
|
|
2018
Q1 | $497K | Hold |
3,950
| – | – | 0.18% | 50 |
|
|
2017
Q4 | $488K | Hold |
3,950
| – | – | 0.18% | 54 |
|
|
2017
Q3 | $480K | Hold |
3,950
| – | – | 0.2% | 47 |
|
|
2017
Q2 | $466K | Hold |
3,950
| – | – | 0.21% | 45 |
|
|
2017
Q1 | $469K | Buy |
3,950
+1,000
| +34% | +$116K | 0.22% | 40 |
|
|
2016
Q4 | $323K | Buy |
+2,950
| New | +$342K | 0.17% | 46 |
|
Other funds holding GLD
Circle Wealth Management's GLD Position: Q1 2026 in Review
Circle Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2026, buying an estimated $387K and bringing the position to 33,304 shares worth $14.3M. The position accounts for 0.2% of the portfolio, ranked #33.
Circle Wealth Management first reported a position in GLD in Q4 2016 and has held it in 33 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Circle Wealth Management held 33,304 shares of SPDR Gold Trust worth $14.3M as of Q1 2026.
- Circle Wealth Management bought 865 SPDR Gold Trust shares in Q1 2026, an estimated $387K.
- SPDR Gold Trust made up 0.2% of Circle Wealth Management's portfolio in Q1 2026, its #33 holding.
- Circle Wealth Management first reported a position in SPDR Gold Trust in Q4 2016 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 Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.