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Flagship Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Flagship Private 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 		$4.75M Buy
11,038
+737
+7% +$330K 1.93% 17
2025
Q4 		$4.08M Buy
10,301
+295
+3% +$113K 1.6% 18
2025
Q3 		$3.56M Buy
10,006
+43
+0.4% +$13.7K 1.43% 18
2025
Q2 		$3.04M Buy
9,963
+13
+0.1% +$3.94K 1.29% 20
2025
Q1 		$2.87M Buy
9,950
+911
+10% +$241K 1.37% 21
2024
Q4 		$2.19M Buy
9,039
+660
+8% +$162K 1.05% 23
2024
Q3 		$2.04M Buy
8,379
+2,232
+36% +$511K 1.05% 23
2024
Q2 		$1.32M Buy
6,147
+965
+19% +$209K 0.78% 23
2024
Q1 		$1.07M Hold
5,182
– – 0.69% 28
2023
Q4 		$991K Sell
5,182
-181
-3% -$33.2K 0.76% 31
2023
Q3 		$919K Buy
5,363
+4
+0.1% +$715 0.81% 27
2023
Q2 		$955K Buy
5,359
+3,325
+163% +$611K 0.79% 29
2023
Q1 		$373K Buy
2,034
+794
+64% +$140K 0.33% 53
2022
Q4 		$210K Buy
+1,240
New +$200K 0.2% 68
2022
Q3 		– Sell
-3,607
Closed -$608K – 70
2022
Q2 		$608K Buy
3,607
+523
+17% +$91.3K 0.59% 35
2022
Q1 		$557K Buy
+3,084
New +$541K 0.46% 44
2021
Q3 		– Sell
-236
Closed -$39.8K – 145
2021
Q2 		$39.8K Hold
236
– – 0.03% 144
2021
Q1 		$38.2K Hold
236
– – 0.03% 128
2020
Q4 		$40.7K Buy
+236
New +$41.6K 0.04% 126

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

Flagship Private Wealth's GLD Position: Q1 2026 in Review

Flagship Private Wealth increased its SPDR Gold Trust (GLD) stake by 7.2% in Q1 2026, buying an estimated $330K and bringing the position to 11,038 shares worth $4.75M. The position accounts for 1.93% of the portfolio, ranked #17.

Flagship Private Wealth first reported a position in GLD in Q4 2020 and has held it in 19 quarters since. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Flagship Private Wealth held 11,038 shares of SPDR Gold Trust worth $4.75M as of Q1 2026.
  • Flagship Private Wealth bought 737 SPDR Gold Trust shares in Q1 2026, an estimated $330K.
  • SPDR Gold Trust made up 1.93% of Flagship Private Wealth's portfolio in Q1 2026, its #17 holding.
  • Flagship Private Wealth first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 19 quarters since.
  • 3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.