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Cornerstone Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Cornerstone Wealth Group’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 		$855K Sell
1,992
-855
-30% -$383K 0.05% 173
2025
Q4 		$1.13M Buy
2,847
+729
+34% +$278K 0.08% 144
2025
Q3 		$753K Buy
2,118
+26
+1% +$8.29K 0.05% 163
2025
Q2 		$638K Sell
2,092
-34
-2% -$10.3K 0.05% 166
2025
Q1 		$613K Sell
2,126
-109
-5% -$28.8K 0.05% 163
2024
Q4 		$541K Sell
2,235
-88
-4% -$21.6K 0.04% 160
2024
Q3 		$565K Sell
2,323
-50
-2% -$11.4K 0.05% 163
2024
Q2 		$510K Buy
2,373
+82
+4% +$17.7K 0.05% 159
2024
Q1 		$471K Buy
2,291
+235
+11% +$45.1K 0.04% 161
2023
Q4 		$393K Buy
2,056
+48
+2% +$8.8K 0.06% 109
2023
Q3 		$344K Sell
2,008
-14
-0.7% -$2.5K 0.06% 116
2023
Q2 		$360K Sell
2,022
-24,450
-92% -$4.49M 0.07% 117
2023
Q1 		$4.85M Buy
26,472
+24,485
+1,232% +$4.31M 0.86% 37
2022
Q4 		$337K Buy
1,987
+51
+3% +$8.21K 0.06% 110
2022
Q3 		$299K Buy
1,936
+77
+4% +$12.4K 0.07% 106
2022
Q2 		$313K Sell
1,859
-19,926
-91% -$3.48M 0.07% 108
2022
Q1 		$3.94M Buy
21,785
+20,293
+1,360% +$3.56M 0.72% 51
2021
Q4 		$255K Sell
1,492
-66
-4% -$11.1K 0.04% 136
2021
Q3 		$256K Sell
1,558
-91,235
-98% -$15.3M 0.05% 133
2021
Q2 		$15.7M Buy
92,793
+91,443
+6,774% +$15.5M 3.21% 5
2021
Q1 		$227K Buy
1,350
+66
+5% +$11.1K 0.05% 140
2020
Q4 		$229K Sell
1,284
-69,788
-98% -$12.3M 0.06% 139
2020
Q3 		$12.6M Buy
71,072
+6,126
+9% +$1.1M 3.44% 5
2020
Q2 		$10.9M Sell
64,946
-19,591
-23% -$3.16M 2.73% 7
2020
Q1 		$12.5M Buy
84,537
+61,267
+263% +$9.12M 4.41% 4
2019
Q4 		$3.33M Sell
23,270
-4,216
-15% -$589K 0.9% 30
2019
Q3 		$3.82M Sell
27,486
-3,613
-12% -$502K 0.96% 27
2019
Q2 		$4.14M Buy
31,099
+12,694
+69% +$1.57M 1.12% 17
2019
Q1 		$2.25M Buy
+18,405
New +$2.27M 0.56% 38

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

Cornerstone Wealth Group's GLD Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its SPDR Gold Trust (GLD) stake by 30% in Q1 2026, selling an estimated $383K and leaving 1,992 shares worth $855K. The position accounts for 0.05% of the portfolio, ranked #173.

Cornerstone Wealth Group first reported a position in GLD in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.7M in Q2 2021. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cornerstone Wealth Group held 1,992 shares of SPDR Gold Trust worth $855K as of Q1 2026.
  • Cornerstone Wealth Group sold 855 SPDR Gold Trust shares in Q1 2026, an estimated $383K.
  • SPDR Gold Trust made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #173 holding.
  • Cornerstone Wealth Group first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's SPDR Gold Trust position peaked at $15.7M in Q2 2021.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.