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Facet Wealth Inc’s SPDR Gold Trust GLD Stock Holding History

Facet Wealth Inc’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 		$559K Buy
1,298
+569
+78% +$255K 0.01% 158
2025
Q4 		$361K Buy
+729
New +$278K 0.01% 194
2024
Q1 		– Sell
-1,076
Closed -$203K – 126
2023
Q4 		$203K Buy
+1,076
New +$197K 0.01% 110

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

Facet Wealth Inc's GLD Position: Q1 2026 in Review

Facet Wealth Inc increased its SPDR Gold Trust (GLD) stake by 78% in Q1 2026, buying an estimated $255K and bringing the position to 1,298 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #158.

Facet Wealth Inc first reported a position in GLD in Q4 2023 and has held it in 3 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Facet Wealth Inc held 1,298 shares of SPDR Gold Trust worth $559K as of Q1 2026.
  • Facet Wealth Inc bought 569 SPDR Gold Trust shares in Q1 2026, an estimated $255K.
  • SPDR Gold Trust made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #158 holding.
  • Facet Wealth Inc first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 3 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.