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Curry Webb Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Curry Webb 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 		$8.14M Sell
18,914
-3,028
-14% -$1.36M 3.85% 6
2025
Q4 		$8.7M Buy
+21,942
New +$8.38M 4.31% 6

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 $445B AUM 25.58% 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 $59.9B AUM 27.01% 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

Curry Webb Wealth Management's GLD Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $1.36M and leaving 18,914 shares worth $8.14M. The position accounts for 3.85% of the portfolio, ranked #6.

Curry Webb Wealth Management first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.7M in Q4 2025. 3,158 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Curry Webb Wealth Management held 18,914 shares of SPDR Gold Trust worth $8.14M as of Q1 2026.
  • Curry Webb Wealth Management sold 3,028 SPDR Gold Trust shares in Q1 2026, an estimated $1.36M.
  • SPDR Gold Trust made up 3.85% of Curry Webb Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Curry Webb Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's SPDR Gold Trust position peaked at $8.7M in Q4 2025.
  • 3,158 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.