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

Concentrum 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	$5.44M	Sell	12,653 -3,043	-19%	-$1.36M	1.61%	14
2025 Q4	$6.22M	Buy	15,696 +708	+5%	+$270K	1.74%	15
2025 Q3	$5.33M	Buy	14,988 +6,944	+86%	+$2.21M	1.54%	15
2025 Q2	$2.45M	Buy	8,044 +304	+4%	+$92.1K	0.77%	23
2025 Q1	$2.23M	Buy	7,740 +613	+9%	+$162K	0.83%	24
2024 Q4	$1.73M	Buy	7,127 +5,859	+462%	+$1.44M	0.61%	26
2024 Q3	$308K	Buy	1,268 +181	+17%	+$41.5K	0.12%	57
2024 Q2	$234K	Buy	+1,087	New	+$235K	0.1%	65

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Concentrum Wealth Management reduced its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, selling an estimated $1.36M and leaving 12,653 shares worth $5.44M. The position accounts for 1.61% of the portfolio, ranked #14.

Concentrum Wealth Management first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.22M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Concentrum Wealth Management held 12,653 shares of SPDR Gold Trust worth $5.44M as of Q1 2026.
Concentrum Wealth Management sold 3,043 SPDR Gold Trust shares in Q1 2026, an estimated $1.36M.
SPDR Gold Trust made up 1.61% of Concentrum Wealth Management's portfolio in Q1 2026, its #14 holding.
Concentrum Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
Concentrum Wealth Management's SPDR Gold Trust position peaked at $6.22M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.