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

Dynasty 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	$124M	Buy	287,470 +14,148	+5%	+$6.34M	1.08%	28
2025 Q4	$108M	Buy	+273,322	New	+$104M	1.06%	25
2018 Q3	–	Sell	-1,712	Closed	-$203K	–	128
2018 Q2	$203K	Buy	+1,712	New	+$212K	0.42%	65

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

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

Dynasty Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.2% in Q1 2026, buying an estimated $6.34M and bringing the position to 287,470 shares worth $124M. The position accounts for 1.08% of the portfolio, ranked #28.

Dynasty Wealth Management first reported a position in GLD in Q2 2018 and has held it in 3 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Dynasty Wealth Management held 287,470 shares of SPDR Gold Trust worth $124M as of Q1 2026.
Dynasty Wealth Management bought 14,148 SPDR Gold Trust shares in Q1 2026, an estimated $6.34M.
SPDR Gold Trust made up 1.08% of Dynasty Wealth Management's portfolio in Q1 2026, its #28 holding.
Dynasty Wealth Management first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 3 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.