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Evexia Wealth’s SPDR Gold Trust GLD Stock Holding History

Evexia 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 		$7.44M Buy
17,081
+826
+5% +$370K 2.04% 21
2025
Q4 		$6.92M Buy
16,255
+1,903
+13% +$727K 1.93% 23
2025
Q3 		$5.43M Buy
14,352
+113
+0.8% +$36K 1.62% 23
2025
Q2 		$4.39M Buy
14,239
+2,311
+19% +$700K 1.38% 27
2025
Q1 		$3.4M Sell
11,928
-208
-2% -$55K 1.24% 27
2024
Q4 		$3.2M Buy
12,136
+4,851
+67% +$1.19M 1.09% 31
2024
Q3 		$1.78M Buy
7,285
+2,847
+64% +$652K 0.63% 38
2024
Q2 		$984K Sell
4,438
-453
-9% -$98K 0.37% 39
2024
Q1 		$1.06M Buy
4,891
+219
+5% +$42K 0.44% 38
2023
Q4 		$881K Buy
4,672
+1,253
+37% +$230K 0.37% 40
2023
Q3 		$628K Buy
3,419
+421
+14% +$75.3K 0.32% 38
2023
Q2 		$547K Buy
+2,998
New +$551K 0.26% 38

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

Evexia Wealth's GLD Position: Q1 2026 in Review

Evexia Wealth increased its SPDR Gold Trust (GLD) stake by 5.1% in Q1 2026, buying an estimated $370K and bringing the position to 17,081 shares worth $7.44M. The position accounts for 2.04% of the portfolio, ranked #21.

Evexia Wealth first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Evexia Wealth held 17,081 shares of SPDR Gold Trust worth $7.44M as of Q1 2026.
  • Evexia Wealth bought 826 SPDR Gold Trust shares in Q1 2026, an estimated $370K.
  • SPDR Gold Trust made up 2.04% of Evexia Wealth's portfolio in Q1 2026, its #21 holding.
  • Evexia Wealth first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.