Element Wealth’s SPDR Gold Trust GLD Stock Holding History

Element Wealth’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	$906K	Buy	2,107 +52	+3%	+$23.3K	0.37%	67
2025 Q4	$815K	Buy	2,055 +128	+7%	+$48.9K	0.34%	75
2025 Q3	$685K	Hold	1,927	–	–	0.3%	77
2025 Q2	$588K	Hold	1,927	–	–	0.27%	80
2025 Q1	$555K	Hold	1,927	–	–	0.3%	71
2024 Q4	$467K	Buy	1,927 +27	+1%	+$6.63K	0.24%	75
2024 Q3	$462K	Sell	1,900 -57	-3%	-$13.1K	0.24%	74
2024 Q2	$421K	Hold	1,957	–	–	0.24%	76
2024 Q1	$403K	Buy	1,957 +57	+3%	+$10.9K	0.24%	81
2023 Q4	$363K	Hold	1,900	–	–	0.23%	83
2023 Q3	$326K	Hold	1,900	–	–	0.23%	83
2023 Q2	$339K	Hold	1,900	–	–	0.24%	82
2023 Q1	$348K	Hold	1,900	–	–	0.26%	78
2022 Q4	$322K	Sell	1,900 -53	-3%	-$8.54K	0.26%	77
2022 Q3	$302K	Hold	1,953	–	–	0.28%	70
2022 Q2	$329K	Sell	1,953 -100	-5%	-$17.5K	0.33%	65
2022 Q1	$371K	Hold	2,053	–	–	0.3%	65
2021 Q4	$351K	Buy	+2,053	New	+$345K	0.26%	67

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

Element Wealth's GLD Position: Q1 2026 in Review

Element Wealth increased its SPDR Gold Trust (GLD) stake by 2.5% in Q1 2026, buying an estimated $23.3K and bringing the position to 2,107 shares worth $906K. The position accounts for 0.37% of the portfolio, ranked #67.

Element Wealth first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Element Wealth held 2,107 shares of SPDR Gold Trust worth $906K as of Q1 2026.
Element Wealth bought 52 SPDR Gold Trust shares in Q1 2026, an estimated $23.3K.
SPDR Gold Trust made up 0.37% of Element Wealth's portfolio in Q1 2026, its #67 holding.
Element Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.