Consilium Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

Consilium Wealth Advisory’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	$5.61M	Buy	13,035 +12,245	+1,550%	+$5.48M	1.91%	15
2025 Q4	$313K	Buy	+790	New	+$302K	0.12%	78
2025 Q3	–	Sell	-1,381	Closed	-$421K	–	99
2025 Q2	$421K	Sell	1,381 -21,498	-94%	-$6.51M	0.18%	72
2025 Q1	$6.59M	Buy	22,879 +1,628	+8%	+$431K	3.3%	9
2024 Q4	$5.15M	Buy	+21,251	New	+$5.22M	2.45%	12

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

Consilium Wealth Advisory's GLD Position: Q1 2026 in Review

Consilium Wealth Advisory increased its SPDR Gold Trust (GLD) stake by 1,550% in Q1 2026, buying an estimated $5.48M and bringing the position to 13,035 shares worth $5.61M. The position accounts for 1.91% of the portfolio, ranked #15.

Consilium Wealth Advisory first reported a position in GLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.59M in Q1 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Consilium Wealth Advisory held 13,035 shares of SPDR Gold Trust worth $5.61M as of Q1 2026.
Consilium Wealth Advisory bought 12,245 SPDR Gold Trust shares in Q1 2026, an estimated $5.48M.
SPDR Gold Trust made up 1.91% of Consilium Wealth Advisory's portfolio in Q1 2026, its #15 holding.
Consilium Wealth Advisory first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 5 quarters since.
Consilium Wealth Advisory's SPDR Gold Trust position peaked at $6.59M in Q1 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.