Encompass Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Encompass Wealth Advisors’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	$3.14M	Hold	7,300	–	–	1.09%	23
2025 Q4	$2.89M	Sell	7,300 -800	-10%	-$306K	0.98%	24
2025 Q3	$2.88M	Hold	8,100	–	–	0.98%	21
2025 Q2	$2.47M	Buy	8,100 +800	+11%	+$242K	0.91%	23
2025 Q1	$2.1M	Hold	7,300	–	–	0.86%	25
2024 Q4	$1.77M	Hold	7,300	–	–	0.71%	25
2024 Q3	$1.77M	Hold	7,300	–	–	0.44%	47
2024 Q2	$1.57M	Hold	7,300	–	–	0.42%	49
2024 Q1	$1.5M	Hold	7,300	–	–	0.4%	51
2023 Q4	$1.4M	Hold	7,300	–	–	0.42%	50
2023 Q3	$1.25M	Hold	7,300	–	–	0.42%	46
2023 Q2	$1.3M	Hold	7,300	–	–	0.42%	47
2023 Q1	$1.34M	Sell	7,300 -5	-0.1%	-$880	0.46%	44
2022 Q4	$1.24M	Hold	7,305	–	–	0.45%	45
2022 Q3	$1.13M	Hold	7,305	–	–	0.43%	45
2022 Q2	$1.23M	Hold	7,305	–	–	0.44%	45
2022 Q1	$1.32M	Sell	7,305 -5,000	-41%	-$877K	0.33%	52
2021 Q4	$2.1M	Sell	12,305 -9	-0.1%	-$1.51K	0.51%	37
2021 Q3	$2.02M	Hold	12,314	–	–	0.53%	38
2021 Q2	$2.04M	Buy	+12,314	New	+$2.09M	0.5%	41

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

Encompass Wealth Advisors's GLD Position: Q1 2026 in Review

Encompass Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 7,300 shares worth $3.14M. The position accounts for 1.09% of the portfolio, ranked #23.

Encompass Wealth Advisors first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Encompass Wealth Advisors held 7,300 shares of SPDR Gold Trust worth $3.14M as of Q1 2026.
Encompass Wealth Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 1.09% of Encompass Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Encompass Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.