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Forvis Mazars Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.4M Buy
3,252
+123
+4% +$55.1K 0.03% 185
2025
Q4 		$1.24M Buy
3,129
+101
+3% +$38.6K 0.02% 190
2025
Q3 		$1.08M Sell
3,028
-160
-5% -$51K 0.02% 201
2025
Q2 		$972K Buy
3,188
+160
+5% +$48.5K 0.02% 210
2025
Q1 		$872K Buy
3,028
+94
+3% +$24.9K 0.02% 218
2024
Q4 		$710K Buy
2,934
+1
+0% +$246 0.02% 260
2024
Q3 		$713K Buy
2,933
+460
+19% +$105K 0.02% 263
2024
Q2 		$532K Buy
2,473
+154
+7% +$33.3K 0.01% 281
2024
Q1 		$477K Buy
2,319
+750
+48% +$144K 0.01% 301
2023
Q4 		$300K Sell
1,569
-436
-22% -$79.9K 0.01% 338
2023
Q3 		$344K Buy
2,005
+256
+15% +$45.8K 0.01% 312
2023
Q2 		$312K Buy
1,749
+630
+56% +$116K 0.01% 354
2023
Q1 		$205K Buy
+1,119
New +$197K 0.01% 391
2022
Q4 		– Sell
-1,444
Closed -$224K – 394
2022
Q3 		$224K Sell
1,444
-214
-13% -$34.4K 0.01% 361
2022
Q2 		$279K Buy
+1,658
New +$290K 0.01% 329
2014
Q2 		– Sell
-1,968
Closed -$242K – 147
2014
Q1 		$242K Sell
1,968
-832
-30% -$104K 0.04% 142
2013
Q4 		$325K Sell
2,800
-155
-5% -$19K 0.06% 121
2013
Q3 		$379K Buy
+2,955
New +$379K 0.08% 110

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

Forvis Mazars Wealth Advisors's GLD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 3.9% in Q1 2026, buying an estimated $55.1K and bringing the position to 3,252 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #185.

Forvis Mazars Wealth Advisors first reported a position in GLD in Q3 2013 and has held it in 18 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,252 shares of SPDR Gold Trust worth $1.4M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 123 SPDR Gold Trust shares in Q1 2026, an estimated $55.1K.
  • SPDR Gold Trust made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • Forvis Mazars Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 18 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.