Gen-Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Gen-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	$1.33M	Sell	3,084 -436	-12%	-$195K	0.42%	59
2025 Q4	$1.4M	Sell	3,520 -105	-3%	-$40.1K	0.45%	55
2025 Q3	$1.29M	Buy	3,625 +2,734	+307%	+$871K	0.44%	53
2025 Q2	$272K	Sell	891 -1	-0.1%	-$303	0.1%	183
2025 Q1	$257K	Hold	892	–	–	0.11%	183
2024 Q4	$216K	Sell	892 -40	-4%	-$9.83K	0.09%	204
2024 Q3	$240K	Buy	932 +400	+75%	+$91.6K	0.1%	198
2024 Q2	$114K	Sell	532 -1	-0.2%	-$216	0.06%	273
2024 Q1	$110K	Buy	+533	New	+$102K	0.05%	289

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

Gen-Wealth Partners's GLD Position: Q1 2026 in Review

Gen-Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $195K and leaving 3,084 shares worth $1.33M. The position accounts for 0.42% of the portfolio, ranked #59.

Gen-Wealth Partners first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Gen-Wealth Partners held 3,084 shares of SPDR Gold Trust worth $1.33M as of Q1 2026.
Gen-Wealth Partners sold 436 SPDR Gold Trust shares in Q1 2026, an estimated $195K.
SPDR Gold Trust made up 0.42% of Gen-Wealth Partners's portfolio in Q1 2026, its #59 holding.
Gen-Wealth Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's SPDR Gold Trust position peaked at $1.4M in Q4 2025.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.