Daymark Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Daymark Wealth Partners’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	$3.45M	Sell	8,009 -38	-0.5%	-$17K	0.11%	154
2025 Q4	$3.19M	Sell	8,047 -3,342	-29%	-$1.28M	0.1%	152
2025 Q3	$4.05M	Buy	11,389 +792	+7%	+$252K	0.14%	130
2025 Q2	$3.23M	Buy	10,597 +8,300	+361%	+$2.51M	0.12%	142
2025 Q1	$662K	Hold	2,297	–	–	0.03%	297
2024 Q4	$556K	Buy	2,297 +70	+3%	+$17.2K	0.02%	307
2024 Q3	$541K	Sell	2,227 -9	-0.4%	-$2.06K	0.02%	323
2024 Q2	$481K	Buy	2,236 +560	+33%	+$121K	0.02%	325
2024 Q1	$345K	Sell	1,676 -165	-9%	-$31.7K	0.02%	322
2023 Q4	$352K	Hold	1,841	–	–	0.02%	294
2023 Q3	$316K	Buy	1,841 +153	+9%	+$27.4K	0.02%	297
2023 Q2	$301K	Buy	+1,688	New	+$310K	0.02%	296

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

Daymark Wealth Partners's GLD Position: Q1 2026 in Review

Daymark Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 0.47% in Q1 2026, selling an estimated $17K and leaving 8,009 shares worth $3.45M. The position accounts for 0.11% of the portfolio, ranked #154.

Daymark Wealth Partners first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.05M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Daymark Wealth Partners held 8,009 shares of SPDR Gold Trust worth $3.45M as of Q1 2026.
Daymark Wealth Partners sold 38 SPDR Gold Trust shares in Q1 2026, an estimated $17K.
SPDR Gold Trust made up 0.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #154 holding.
Daymark Wealth Partners first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
Daymark Wealth Partners's SPDR Gold Trust position peaked at $4.05M in Q3 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.