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

Dakota 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
2020
Q4 		– Sell
-2,100
Closed -$372K – 330
2020
Q3 		$372K Buy
+2,100
New +$377K 0.06% 208

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

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

Dakota Wealth Management reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $3.18M and leaving 45,145 shares worth $19.4M. The position accounts for 0.42% of the portfolio, ranked #59.

Dakota Wealth Management first reported a position in GLD in Q2 2016 and has held it in 40 quarters since. The position peaked at $20.7M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Dakota Wealth Management held 45,145 shares of SPDR Gold Trust worth $19.4M as of Q1 2026.
  • Dakota Wealth Management sold 7,108 SPDR Gold Trust shares in Q1 2026, an estimated $3.18M.
  • SPDR Gold Trust made up 0.42% of Dakota Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Dakota Wealth Management first reported a position in SPDR Gold Trust in Q2 2016 and has held it in 40 quarters since.
  • Dakota Wealth Management's SPDR Gold Trust position peaked at $20.7M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.