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

Collaborative 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 		$559K Buy
1,300
+23
+2% +$10.3K 0.26% 63
2025
Q4 		$506K Buy
1,277
+220
+21% +$84K 0.18% 109
2025
Q3 		$376K Buy
1,057
+81
+8% +$25.8K 0.15% 127
2025
Q2 		$298K Buy
976
+136
+16% +$41.2K 0.13% 136
2025
Q1 		$242K Sell
840
-136
-14% -$36K 0.11% 146
2024
Q4 		$236K Buy
976
+10
+1% +$2.46K 0.11% 158
2024
Q3 		$235K Buy
+966
New +$221K 0.11% 151
2024
Q1 		– Sell
-1,083
Closed -$207K – 176
2023
Q4 		$207K Buy
+1,083
New +$198K 0.11% 155
2023
Q3 		– Sell
-1,215
Closed -$217K – 166
2023
Q2 		$217K Sell
1,215
-104
-8% -$19.1K 0.13% 153
2023
Q1 		$242K Sell
1,319
-35
-3% -$6.16K 0.15% 148
2022
Q4 		$230K Sell
1,354
-862
-39% -$139K 0.15% 154
2022
Q3 		$343K Sell
2,216
-89
-4% -$14.3K 0.24% 106
2022
Q2 		$388K Buy
+2,305
New +$403K 0.25% 113

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

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

Collaborative Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.8% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,300 shares worth $559K. The position accounts for 0.26% of the portfolio, ranked #63.

Collaborative Wealth Management first reported a position in GLD in Q2 2022 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Collaborative Wealth Management held 1,300 shares of SPDR Gold Trust worth $559K as of Q1 2026.
  • Collaborative Wealth Management bought 23 SPDR Gold Trust shares in Q1 2026, an estimated $10.3K.
  • SPDR Gold Trust made up 0.26% of Collaborative Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Collaborative Wealth Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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