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FWL Investment Management’s SPDR Gold Trust GLD Stock Holding History

FWL Investment 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
2026
Q1 		$16.9M Sell
39,321
-4,855
-11% -$2.17M 3.71% 9
2025
Q4 		$17.5M Buy
44,176
+404
+0.9% +$154K 4.21% 5
2025
Q3 		$15.6M Buy
43,772
+2,040
+5% +$650K 4.06% 7
2025
Q2 		$12.7M Sell
41,732
-3,470
-8% -$1.05M 3.89% 7
2025
Q1 		$13M Buy
45,202
+2,932
+7% +$775K 4.84% 3
2024
Q4 		$10.2M Buy
42,270
+7,615
+22% +$1.87M 3.72% 7
2024
Q3 		$8.42M Buy
34,655
+1,219
+4% +$279K 3.23% 10
2024
Q2 		$7.19M Sell
33,436
-200
-0.6% -$43.3K 3.62% 9
2024
Q1 		$6.92M Buy
33,636
+1,350
+4% +$259K 3.81% 8
2023
Q4 		$6.17M Buy
32,286
+2,906
+10% +$533K 3.6% 13
2023
Q3 		$5.04M Sell
29,380
-16,186
-36% -$2.89M 3.38% 11
2023
Q2 		$8.12M Sell
45,566
-2,342
-5% -$430K 5.54% 5
2023
Q1 		$8.78M Sell
47,908
-1,458
-3% -$257K 6.47% 3
2022
Q4 		$8.37M Buy
49,366
+24,416
+98% +$3.93M 6.35% 4
2022
Q3 		$3.86M Buy
24,950
+135
+0.5% +$21.7K 3.41% 15
2022
Q2 		$4.18M Buy
24,815
+22,566
+1,003% +$3.94M 3.03% 17
2022
Q1 		$406K Buy
2,249
+644
+40% +$113K 0.25% 36
2021
Q4 		$274K Buy
+1,605
New +$269K 0.17% 44
2021
Q1 		– Sell
-25,465
Closed -$4.54M – 50
2020
Q4 		$4.54M Buy
+25,465
New +$4.48M 3.48% 10

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

FWL Investment Management's GLD Position: Q1 2026 in Review

FWL Investment Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $2.17M and leaving 39,321 shares worth $16.9M. The position accounts for 3.71% of the portfolio, ranked #9.

FWL Investment Management first reported a position in GLD in Q4 2020 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • FWL Investment Management held 39,321 shares of SPDR Gold Trust worth $16.9M as of Q1 2026.
  • FWL Investment Management sold 4,855 SPDR Gold Trust shares in Q1 2026, an estimated $2.17M.
  • SPDR Gold Trust made up 3.71% of FWL Investment Management's portfolio in Q1 2026, its #9 holding.
  • FWL Investment Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 19 quarters since.
  • FWL Investment Management's SPDR Gold Trust position peaked at $17.5M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.