FAS Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

FAS Wealth Partners’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	$13.8M	Buy	32,165 +7,341	+30%	+$3.29M	0.86%	30
2025 Q4	$9.84M	Buy	24,824 +3,908	+19%	+$1.49M	0.64%	40
2025 Q3	$7.44M	Buy	20,916 +8,691	+71%	+$2.77M	0.5%	45
2025 Q2	$3.73M	Buy	12,225 +7,546	+161%	+$2.29M	0.28%	77
2025 Q1	$1.35M	Sell	4,679 -22	-0.5%	-$5.82K	0.11%	129
2024 Q4	$1.14M	Sell	4,701 -98	-2%	-$24.1K	0.1%	140
2024 Q3	$1.17M	Buy	4,799 +519	+12%	+$119K	0.09%	139
2024 Q2	$920K	Hold	4,280	–	–	0.08%	146
2024 Q1	$880K	Sell	4,280 -19	-0.4%	-$3.65K	0.08%	148
2023 Q4	$822K	Hold	4,299	–	–	0.08%	154
2023 Q3	$737K	Hold	4,299	–	–	0.08%	161
2023 Q2	$766K	Hold	4,299	–	–	0.1%	144
2023 Q1	$788K	Sell	4,299 -132	-3%	-$23.2K	0.09%	161
2022 Q4	$752K	Hold	4,431	–	–	0.09%	172
2022 Q3	$685K	Hold	4,431	–	–	0.08%	164
2022 Q2	$746K	Sell	4,431 -1,970	-31%	-$344K	0.08%	158
2022 Q1	$1.16M	Hold	6,401	–	–	0.11%	118
2021 Q4	$1.09M	Sell	6,401 -430	-6%	-$72.2K	0.1%	123
2021 Q3	$1.12M	Sell	6,831 -500	-7%	-$83.7K	0.11%	121
2021 Q2	$1.21M	Sell	7,331 -250	-3%	-$42.5K	0.11%	112
2021 Q1	$1.21M	Sell	7,581 -90	-1%	-$15.1K	0.13%	107
2020 Q4	$1.37M	Sell	7,671 -290	-4%	-$51.1K	0.16%	96
2020 Q3	$1.41M	Buy	7,961 +1,179	+17%	+$212K	0.19%	85
2020 Q2	$1.14M	Buy	6,782 +1,668	+33%	+$269K	0.17%	94
2020 Q1	$757K	Sell	5,114 -239	-4%	-$35.6K	0.13%	108
2019 Q4	$765K	Hold	5,353	–	–	0.13%	110
2019 Q3	$743K	Buy	5,353 +104	+2%	+$14.5K	0.13%	110
2019 Q2	$699K	Hold	5,249	–	–	0.13%	112
2019 Q1	$640K	Buy	5,249 +1,620	+45%	+$200K	0.12%	112
2018 Q4	$440K	Sell	3,629 -3,198	-47%	-$372K	0.1%	128
2018 Q3	$770K	Sell	6,827 -760	-10%	-$87.2K	0.18%	78
2018 Q2	$900K	Buy	7,587 +444	+6%	+$55K	0.24%	68
2018 Q1	$899K	Hold	7,143	–	–	0.26%	67
2017 Q4	$883K	Hold	7,143	–	–	0.23%	66
2017 Q3	$868K	Sell	7,143 -130	-2%	-$15.8K	0.24%	67
2017 Q2	$858K	Sell	7,273 -510	-7%	-$61K	0.26%	66
2017 Q1	$924K	Sell	7,783 -1,354	-15%	-$157K	0.29%	62
2016 Q4	$1M	Hold	9,137	–	–	0.3%	49
2016 Q3	$1.15M	Buy	9,137 +192	+2%	+$24.5K	0.38%	41
2016 Q2	$1.13M	Buy	8,945 +250	+3%	+$30.1K	0.42%	33
2016 Q1	$1.02M	Sell	8,695 -560	-6%	-$63.5K	0.53%	20
2015 Q4	$939K	Sell	9,255 -300	-3%	-$31.7K	0.47%	25
2015 Q3	$1.02M	Sell	9,555 -706	-7%	-$76.1K	0.59%	20
2015 Q2	$1.15M	Sell	10,261 -133	-1%	-$15.2K	0.58%	20
2015 Q1	$1.18M	Hold	10,394	–	–	0.6%	20
2014 Q4	$1.18M	Sell	10,394 -620	-6%	-$71.6K	0.62%	20
2014 Q3	$1.28M	Sell	11,014 -40	-0.4%	-$4.93K	0.73%	16
2014 Q2	$1.42M	Sell	11,054 -200	-2%	-$24.8K	0.81%	16
2014 Q1	$1.39M	Sell	11,254 -1,925	-15%	-$240K	0.94%	11
2013 Q4	$1.53M	Buy	+13,179	New	+$1.62M	0.91%	8

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAS Wealth Partners's GLD Position: Q1 2026 in Review

FAS Wealth Partners increased its SPDR Gold Trust (GLD) stake by 30% in Q1 2026, buying an estimated $3.29M and bringing the position to 32,165 shares worth $13.8M. The position accounts for 0.86% of the portfolio, ranked #30.

FAS Wealth Partners first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

FAS Wealth Partners held 32,165 shares of SPDR Gold Trust worth $13.8M as of Q1 2026.
FAS Wealth Partners bought 7,341 SPDR Gold Trust shares in Q1 2026, an estimated $3.29M.
SPDR Gold Trust made up 0.86% of FAS Wealth Partners's portfolio in Q1 2026, its #30 holding.
FAS Wealth Partners first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.