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

Flatrock 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	–	Sell	-514	Closed	-$204K	–	174
2025 Q4	$204K	Buy	+514	New	+$196K	0.1%	156

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

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

Flatrock Wealth Partners sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 514 shares — an estimated $204K sold.

Flatrock Wealth Partners first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Flatrock Wealth Partners reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Flatrock Wealth Partners sold 514 SPDR Gold Trust shares in Q1 2026, an estimated $204K.
Flatrock Wealth Partners first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
Flatrock Wealth Partners's SPDR Gold Trust position peaked at $204K in Q4 2025.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.