Elwood & Goetz Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$344K	Sell	800 -212	-21%	-$94.9K	0.06%	94
2025 Q4	$401K	Buy	1,012 +50	+5%	+$19.1K	0.07%	77
2025 Q3	$342K	Hold	962	–	–	0.07%	85
2025 Q2	$293K	Sell	962 -352	-27%	-$107K	0.06%	90
2025 Q1	$379K	Buy	1,314 +199	+18%	+$52.6K	0.09%	61
2024 Q4	$270K	Buy	1,115 +1	+0.1%	+$246	0.07%	82
2024 Q3	$271K	Hold	1,114	–	–	0.07%	79
2024 Q2	$240K	Hold	1,114	–	–	0.07%	72
2024 Q1	$229K	Hold	1,114	–	–	0.06%	81
2023 Q4	$213K	Buy	+1,114	New	+$204K	0.05%	78

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

Elwood & Goetz Wealth Advisory Group's GLD Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its SPDR Gold Trust (GLD) stake by 21% in Q1 2026, selling an estimated $94.9K and leaving 800 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #94.

Elwood & Goetz Wealth Advisory Group first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $401K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 800 shares of SPDR Gold Trust worth $344K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 212 SPDR Gold Trust shares in Q1 2026, an estimated $94.9K.
SPDR Gold Trust made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #94 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Elwood & Goetz Wealth Advisory Group's SPDR Gold Trust position peaked at $401K in Q4 2025.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.