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

Destination 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	$401K	Sell	933 -9	-1%	-$4.03K	0.01%	227
2025 Q4	$373K	Sell	942 -170	-15%	-$64.9K	0.01%	229
2025 Q3	$395K	Buy	+1,112	New	+$354K	0.01%	199
2019 Q3	–	Sell	-690	Closed	-$92K	–	268
2019 Q2	$92K	Sell	690 -185	-21%	-$22.9K	0.01%	195
2019 Q1	$107K	Buy	875 +185	+27%	+$22.8K	0.01%	185
2018 Q4	$84K	Sell	690 -75	-10%	-$8.71K	0.01%	198
2018 Q3	$86K	Buy	765 +547	+251%	+$62.8K	﹤0.01%	221
2018 Q2	$26K	Buy	218 +208	+2,080%	+$25.8K	﹤0.01%	322
2018 Q1	$1K	Buy	+10	New	+$1.26K	﹤0.01%	543
2015 Q3	–	Sell	-42,881	Closed	-$4.82M	–	156
2015 Q2	$4.82M	Buy	+42,881	New	+$4.91M	0.32%	65
2014 Q4	–	Sell	-1,865	Closed	-$217K	–	120
2014 Q3	$217K	Buy	1,865 +194	+12%	+$23.9K	0.02%	126
2014 Q2	$214K	Sell	1,671 -131	-7%	-$16.3K	0.02%	128
2014 Q1	$223K	Buy	+1,802	New	+$225K	0.02%	113
2013 Q4	–	Sell	-5,386	Closed	-$690K	–	109
2013 Q3	$690K	Sell	5,386 -23,052	-81%	-$2.96M	0.08%	66
2013 Q2	$3.39M	Buy	+28,438	New	+$3.9M	0.41%	52

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

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

Destination Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.96% in Q1 2026, selling an estimated $4.03K and leaving 933 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #227.

Destination Wealth Management first reported a position in GLD in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.82M in Q2 2015. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Destination Wealth Management held 933 shares of SPDR Gold Trust worth $401K as of Q1 2026.
Destination Wealth Management sold 9 SPDR Gold Trust shares in Q1 2026, an estimated $4.03K.
SPDR Gold Trust made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #227 holding.
Destination Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 15 quarters since.
Destination Wealth Management's SPDR Gold Trust position peaked at $4.82M in Q2 2015.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.