Genesis Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Genesis 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	$2.28M	Hold	5,308	–	–	1.52%	16
2025 Q4	$2.1M	Sell	5,308 -149	-3%	-$56.9K	1.44%	18
2025 Q3	$1.94M	Sell	5,457 -23	-0.4%	-$7.33K	1.37%	18
2025 Q2	$1.67M	Buy	5,480 +5	+0.1%	+$1.51K	1.25%	19
2025 Q1	$1.58M	Hold	5,475	–	–	1.28%	20
2024 Q4	$1.33M	Buy	+5,475	New	+$1.35M	1.16%	22
2015 Q2	$381K	Sell	3,391 -1,085	-24%	-$124K	0.31%	32
2015 Q1	$517K	Sell	4,476 -250	-5%	-$29.2K	0.43%	32
2014 Q4	$547K	Buy	+4,726	New	+$545K	0.43%	33

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

Genesis Wealth Advisors's GLD Position: Q1 2026 in Review

Genesis Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 5,308 shares worth $2.28M. The position accounts for 1.52% of the portfolio, ranked #16.

Genesis Wealth Advisors first reported a position in GLD in Q4 2014 and has held it in 9 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Genesis Wealth Advisors held 5,308 shares of SPDR Gold Trust worth $2.28M as of Q1 2026.
Genesis Wealth Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 1.52% of Genesis Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Genesis Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 9 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.