Crestmont Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Crestmont Private Wealth’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	$619K	Hold	1,438	–	–	0.2%	45
2025 Q4	$570K	Hold	1,438	–	–	0.19%	46
2025 Q3	$511K	Hold	1,438	–	–	0.17%	51
2025 Q2	$438K	Sell	1,438 -37	-3%	-$11.2K	0.16%	49
2025 Q1	$425K	Hold	1,475	–	–	0.18%	42
2024 Q4	$357K	Sell	1,475 -41	-3%	-$10.1K	0.16%	45
2024 Q3	$368K	Hold	1,516	–	–	0.16%	45
2024 Q2	$326K	Sell	1,516 -8	-0.5%	-$1.73K	0.16%	48
2024 Q1	$314K	Hold	1,524	–	–	0.16%	47
2023 Q4	$291K	Hold	1,524	–	–	0.15%	40
2023 Q3	$261K	Hold	1,524	–	–	0.16%	41
2023 Q2	$272K	Hold	1,524	–	–	0.16%	42
2023 Q1	$279K	Hold	1,524	–	–	0.18%	40
2022 Q4	$259K	Hold	1,524	–	–	0.18%	35
2022 Q3	$236K	Sell	1,524 -60	-4%	-$9.65K	0.18%	21
2022 Q2	$267K	Sell	1,584 -36	-2%	-$6.29K	0.26%	17
2022 Q1	$293K	Hold	1,620	–	–	0.28%	16
2021 Q4	$277K	Buy	+1,620	New	+$272K	0.26%	13

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

Crestmont Private Wealth's GLD Position: Q1 2026 in Review

Crestmont Private Wealth held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,438 shares worth $619K. The position accounts for 0.2% of the portfolio, ranked #45.

Crestmont Private Wealth first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Crestmont Private Wealth held 1,438 shares of SPDR Gold Trust worth $619K as of Q1 2026.
Crestmont Private Wealth left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.2% of Crestmont Private Wealth's portfolio in Q1 2026, its #45 holding.
Crestmont Private Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.