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GeoWealth Management’s SPDR Gold Trust GLD Stock Holding History

GeoWealth 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 		$532K Buy
1,237
+175
+16% +$78.4K 0.02% 462
2025
Q4 		$421K Sell
1,062
-12,032
-92% -$4.6M 0.02% 484
2025
Q3 		$4.65M Buy
13,094
+429
+3% +$137K 0.17% 78
2025
Q2 		$3.86M Buy
12,665
+11,131
+726% +$3.37M 0.15% 82
2025
Q1 		$442K Sell
1,534
-10,725
-87% -$2.84M 0.02% 450
2024
Q4 		$2.97M Sell
12,259
-734
-6% -$180K 0.1% 140
2024
Q3 		$3.16M Buy
12,993
+10,290
+381% +$2.36M 0.11% 138
2024
Q2 		$581K Sell
2,703
-10,714
-80% -$2.32M 0.03% 393
2024
Q1 		$2.76M Buy
13,417
+367
+3% +$70.4K 0.11% 142
2023
Q4 		$2.5M Buy
13,050
+5,210
+66% +$955K 0.21% 102
2023
Q3 		$1.34M Buy
7,840
+536
+7% +$95.8K 0.15% 120
2023
Q2 		$1.3M Buy
7,304
+3,190
+78% +$586K 0.14% 108
2023
Q1 		$754K Buy
4,114
+4,089
+16,356% +$720K 0.09% 112
2022
Q4 		$4K Buy
+25
New +$4.03K ﹤0.01% 346
2022
Q3 		– Sell
-4,585
Closed -$770K – 359
2022
Q2 		$770K Sell
4,585
-14,913
-76% -$2.6M 0.1% 122
2022
Q1 		$3.52M Buy
19,498
+18,121
+1,316% +$3.18M 0.31% 79
2021
Q4 		$238K Buy
1,377
+1,296
+1,600% +$218K 0.02% 257
2021
Q3 		$13K Sell
81
-3,792
-98% -$635K ﹤0.01% 384
2021
Q2 		$638K Sell
3,873
-10
-0.3% -$1.7K 0.08% 130
2021
Q1 		$621K Sell
3,883
-17,107
-82% -$2.87M 0.1% 109
2020
Q4 		$3.74M Sell
20,990
-4,451
-17% -$784K 0.6% 46
2020
Q3 		$4.51M Buy
25,441
+1,831
+8% +$329K 1.36% 21
2020
Q2 		$3.95M Buy
+23,610
New +$3.81M 1.63% 17
2020
Q1 		– Sell
-13,482
Closed -$1.93M – 98
2019
Q4 		$1.93M Buy
13,482
+7,325
+119% +$1.02M 1.04% 36
2019
Q3 		$855K Buy
+6,157
New +$856K 0.19% 72

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

GeoWealth Management's GLD Position: Q1 2026 in Review

GeoWealth Management increased its SPDR Gold Trust (GLD) stake by 16% in Q1 2026, buying an estimated $78.4K and bringing the position to 1,237 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #462.

GeoWealth Management first reported a position in GLD in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.65M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • GeoWealth Management held 1,237 shares of SPDR Gold Trust worth $532K as of Q1 2026.
  • GeoWealth Management bought 175 SPDR Gold Trust shares in Q1 2026, an estimated $78.4K.
  • SPDR Gold Trust made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #462 holding.
  • GeoWealth Management first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 25 quarters since.
  • GeoWealth Management's SPDR Gold Trust position peaked at $4.65M in Q3 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.