Finer Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Finer 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	$2.12M	Buy	4,925 +238	+5%	+$107K	1.06%	26
2025 Q4	$1.86M	Buy	4,687 +1,097	+31%	+$419K	0.9%	29
2025 Q3	$1.28M	Buy	3,590 +118	+3%	+$37.6K	0.64%	36
2025 Q2	$1.06M	Sell	3,472 -168	-5%	-$50.9K	0.57%	38
2025 Q1	$1.05M	Sell	3,640 -1,112	-23%	-$294K	0.63%	35
2024 Q4	$1.15M	Buy	4,752 +748	+19%	+$184K	0.66%	33
2024 Q3	$973K	Sell	4,004 -411	-9%	-$94.1K	0.6%	34
2024 Q2	$949K	Sell	4,415 -309	-7%	-$66.8K	0.61%	36
2024 Q1	$972K	Sell	4,724 -547	-10%	-$105K	0.64%	36
2023 Q4	$1.01M	Sell	5,271 -177	-3%	-$32.4K	0.75%	33
2023 Q3	$934K	Sell	5,448 -2,104	-28%	-$376K	0.75%	35
2023 Q2	$1.35M	Buy	7,552 +23	+0.3%	+$4.23K	1.05%	31
2023 Q1	$1.38M	Sell	7,529 -482	-6%	-$84.8K	1.17%	30
2022 Q4	$1.36M	Sell	8,011 -48	-0.6%	-$7.73K	1.27%	28
2022 Q3	$1.25M	Buy	8,059 +73	+0.9%	+$11.7K	1.23%	27
2022 Q2	$1.34M	Buy	7,986 +48	+0.6%	+$8.38K	1.23%	28
2022 Q1	$1.43M	Sell	7,938 -100	-1%	-$17.5K	1.17%	29
2021 Q4	$1.37M	Buy	+8,038	New	+$1.35M	1.14%	28

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

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

Finer Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.1% in Q1 2026, buying an estimated $107K and bringing the position to 4,925 shares worth $2.12M. The position accounts for 1.06% of the portfolio, ranked #26.

Finer Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Finer Wealth Management held 4,925 shares of SPDR Gold Trust worth $2.12M as of Q1 2026.
Finer Wealth Management bought 238 SPDR Gold Trust shares in Q1 2026, an estimated $107K.
SPDR Gold Trust made up 1.06% of Finer Wealth Management's portfolio in Q1 2026, its #26 holding.
Finer Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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