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

Focused 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
2023 Q4	–	Sell	-2,400	Closed	-$5.17K	–	1049
2023 Q3	$5.17K	Buy	2,400 +900	+60%	+$161K	﹤0.01%	638
2023 Q2	$375	Sell	1,500 -1,500	-50%	-$276K	﹤0.01%	969
2023 Q1	$12.2K	Buy	+3,000	New	+$528K	﹤0.01%	510
2022 Q2	–	Sell	-28,000	Closed	-$26K	–	979
2022 Q1	$26K	Buy	+28,000	New	+$4.91M	﹤0.01%	401
2019 Q2	–	Sell	-14,000	Closed	-$13K	–	755
2019 Q1	$13K	Buy	+14,000	New	+$1.72M	﹤0.01%	428
2018 Q3	–	Sell	-40,000	Closed	-$1K	–	675
2018 Q2	$1K	Buy	+40,000	New	+$4.95M	﹤0.01%	604

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

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

Focused Wealth Management increased its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, buying an estimated $46.1K and bringing the position to 779 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #145.

Focused Wealth Management first reported a position in GLD in Q3 2013 and has held it in 50 quarters since. The position peaked at $421K in Q2 2023. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Focused Wealth Management held 779 shares of SPDR Gold Trust worth $335K as of Q1 2026.
Focused Wealth Management bought 103 SPDR Gold Trust shares in Q1 2026, an estimated $46.1K.
SPDR Gold Trust made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #145 holding.
Focused Wealth Management first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 50 quarters since.
Focused Wealth Management's SPDR Gold Trust position peaked at $421K in Q2 2023.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.