EW
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Evoke Wealth’s SPDR Gold Trust GLD Stock Holding History

Evoke 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 		$23.6M Sell
54,900
-720
-1% -$322K 0.42% 38
2025
Q4 		$22M Sell
55,620
-2,055
-4% -$785K 0.41% 37
2025
Q3 		$20.5M Buy
57,675
+3,114
+6% +$992K 0.42% 37
2025
Q2 		$16.6M Buy
54,561
+1,635
+3% +$495K 0.38% 39
2025
Q1 		$15.3M Sell
52,926
-2,611
-5% -$690K 0.4% 41
2024
Q4 		$13.4M Buy
55,537
+2,293
+4% +$563K 0.37% 38
2024
Q3 		$12.9M Buy
+53,244
New +$12.2M 0.35% 40
2024
Q2 		– Sell
-53,829
Closed -$11.1M – 212
2024
Q1 		$11.1M Buy
+53,829
New +$10.3M 0.33% 41
2023
Q4 		– Sell
-60,372
Closed -$10.4M – 190
2023
Q3 		$10.4M Buy
60,372
+2,889
+5% +$517K 0.36% 35
2023
Q2 		$10.2M Sell
57,483
-293
-0.5% -$53.8K 0.36% 35
2023
Q1 		$10.6M Buy
57,776
+130
+0.2% +$22.9K 0.39% 32
2022
Q4 		$9.78M Sell
57,646
-2,720
-5% -$438K 0.35% 39
2022
Q3 		$9.34M Sell
60,366
-1,125
-2% -$181K 0.38% 30
2022
Q2 		$10.4M Buy
61,491
+251
+0.4% +$43.8K 0.38% 31
2022
Q1 		$11.1M Buy
61,240
+817
+1% +$143K 0.36% 35
2021
Q4 		$10.3M Sell
60,423
-5,144
-8% -$864K 0.33% 42
2021
Q3 		$10.8M Buy
65,567
+82
+0.1% +$13.7K 0.4% 34
2021
Q2 		$10.8M Sell
65,485
-128
-0.2% -$21.8K 0.41% 37
2021
Q1 		$10.5M Buy
65,613
+4,984
+8% +$838K 0.47% 32
2020
Q4 		$10.8M Sell
60,629
-24,314
-29% -$4.28M 0.73% 19
2020
Q3 		$15M Buy
84,943
+21,544
+34% +$3.87M 1.22% 15
2020
Q2 		$10.6M Buy
63,399
+3,145
+5% +$507K 1.03% 17
2020
Q1 		$8.92M Sell
60,254
-40,389
-40% -$6.01M 1.27% 16
2019
Q4 		$14.4M Sell
100,643
-124,219
-55% -$17.4M 1.83% 9
2019
Q3 		$31.2M Buy
+224,862
New +$31.3M 3.84% 7

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

Evoke Wealth's GLD Position: Q1 2026 in Review

Evoke Wealth reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2026, selling an estimated $322K and leaving 54,900 shares worth $23.6M. The position accounts for 0.42% of the portfolio, ranked #38.

Evoke Wealth first reported a position in GLD in Q3 2019 and has held it in 25 quarters since. The position peaked at $31.2M in Q3 2019. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Evoke Wealth held 54,900 shares of SPDR Gold Trust worth $23.6M as of Q1 2026.
  • Evoke Wealth sold 720 SPDR Gold Trust shares in Q1 2026, an estimated $322K.
  • SPDR Gold Trust made up 0.42% of Evoke Wealth's portfolio in Q1 2026, its #38 holding.
  • Evoke Wealth first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's SPDR Gold Trust position peaked at $31.2M in Q3 2019.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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