Focus Partners Wealth
GLD icon

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

Focus Partners 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 		$193M Sell
448,597
-10,350
-2% -$4.64M 0.21% 104
2025
Q4 		$182M Buy
458,947
+22,487
+5% +$8.59M 0.21% 103
2025
Q3 		$157M Buy
436,460
+75,017
+21% +$23.9M 0.25% 74
2025
Q2 		$110M Buy
361,443
+67,506
+23% +$20.4M 0.24% 84
2025
Q1 		$84.7M Sell
293,937
-94,310
-24% -$24.9M 0.21% 102
2024
Q4 		$94M Buy
388,247
+138,141
+55% +$33.9M 0.24% 87
2024
Q3 		$60.7M Sell
250,106
-110,359
-31% -$25.3M 0.19% 111
2024
Q2 		$77.5M Buy
360,465
+104,095
+41% +$22.5M 0.26% 91
2024
Q1 		$52.7M Buy
256,370
+66,360
+35% +$12.7M 0.43% 53
2023
Q4 		$36.3M Buy
+190,010
New +$34.8M 0.48% 48

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

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

Focus Partners Wealth reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, selling an estimated $4.64M and leaving 448,597 shares worth $193M. The position accounts for 0.21% of the portfolio, ranked #104.

Focus Partners Wealth first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Focus Partners Wealth held 448,597 shares of SPDR Gold Trust worth $193M as of Q1 2026.
  • Focus Partners Wealth sold 10,350 SPDR Gold Trust shares in Q1 2026, an estimated $4.64M.
  • SPDR Gold Trust made up 0.21% of Focus Partners Wealth's portfolio in Q1 2026, its #104 holding.
  • Focus Partners Wealth first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.