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Evergreen Wealth Solutions’s SPDR Gold Trust GLD Stock Holding History

Evergreen Wealth Solutions’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 		$609K Buy
1,416
+900
+174% +$403K 0.04% 223
2025
Q4 		$204K Buy
+516
New +$197K 0.03% 211

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Wealth Solutions's GLD Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its SPDR Gold Trust (GLD) stake by 174% in Q1 2026, buying an estimated $403K and bringing the position to 1,416 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #223.

Evergreen Wealth Solutions first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Evergreen Wealth Solutions held 1,416 shares of SPDR Gold Trust worth $609K as of Q1 2026.
  • Evergreen Wealth Solutions bought 900 SPDR Gold Trust shares in Q1 2026, an estimated $403K.
  • SPDR Gold Trust made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #223 holding.
  • Evergreen Wealth Solutions first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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