EWM
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Evermay Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Evermay 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 		$214K Sell
498
-52
-9% -$23.3K 0.02% 185
2025
Q4 		$218K Buy
550
+35
+7% +$13.4K 0.02% 186
2025
Q3 		$183K Sell
515
-11
-2% -$3.5K 0.02% 203
2025
Q2 		$160K Hold
526
– – 0.02% 216
2025
Q1 		$152K Sell
526
-233
-31% -$61.6K 0.02% 217
2024
Q4 		$184K Buy
759
+100
+15% +$24.6K 0.03% 202
2024
Q3 		$160K Hold
659
– – 0.03% 218
2024
Q2 		$142K Hold
659
– – 0.02% 228
2024
Q1 		$136K Buy
659
+266
+68% +$51.1K 0.02% 240
2023
Q4 		$75.1K Sell
393
-13
-3% -$2.38K 0.01% 284
2023
Q3 		$69.6K Buy
406
+115
+40% +$20.6K 0.01% 268
2023
Q2 		$51.9K Sell
291
-10
-3% -$1.84K 0.01% 307
2023
Q1 		$55.1K Sell
301
-115
-28% -$20.2K 0.01% 293
2022
Q4 		$70.6K Hold
416
– – 0.01% 262
2022
Q3 		$64K Buy
416
+13
+3% +$2.09K 0.01% 262
2022
Q2 		$68K Sell
403
-280
-41% -$48.9K 0.01% 252
2022
Q1 		$123K Sell
683
-30
-4% -$5.26K 0.02% 233
2021
Q4 		$122K Buy
713
+100
+16% +$16.8K 0.02% 213
2021
Q3 		$101K Hold
613
– – 0.02% 214
2021
Q2 		$102K Buy
+613
New +$104K 0.02% 221

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

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

Evermay Wealth Management reduced its SPDR Gold Trust (GLD) stake by 9.5% in Q1 2026, selling an estimated $23.3K and leaving 498 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #185.

Evermay Wealth Management first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $218K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Evermay Wealth Management held 498 shares of SPDR Gold Trust worth $214K as of Q1 2026.
  • Evermay Wealth Management sold 52 SPDR Gold Trust shares in Q1 2026, an estimated $23.3K.
  • SPDR Gold Trust made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Evermay Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's SPDR Gold Trust position peaked at $218K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.