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Gerber Kawasaki Wealth & Investment Management’s SPDR Gold Trust GLD Stock Holding History

Gerber Kawasaki Wealth & 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 		$3.66M Buy
8,516
+695
+9% +$311K 0.12% 95
2025
Q4 		$3.1M Buy
7,821
+58
+0.7% +$22.1K 0.11% 98
2025
Q3 		$2.76M Buy
7,763
+825
+12% +$263K 0.09% 100
2025
Q2 		$2.11M Buy
6,938
+367
+6% +$111K 0.08% 109
2025
Q1 		$1.89M Buy
6,571
+292
+5% +$77.2K 0.09% 112
2024
Q4 		$1.52M Buy
6,279
+170
+3% +$41.8K 0.07% 120
2024
Q3 		$1.48M Buy
6,109
+338
+6% +$77.4K 0.07% 115
2024
Q2 		$1.24M Buy
5,771
+99
+2% +$21.4K 0.06% 124
2024
Q1 		$1.17M Sell
5,672
-1,097
-16% -$211K 0.06% 127
2023
Q4 		$1.29M Buy
6,769
+206
+3% +$37.8K 0.08% 121
2023
Q3 		$1.13M Sell
6,563
-307
-4% -$54.9K 0.08% 124
2023
Q2 		$1.22M Buy
6,870
+457
+7% +$84K 0.08% 118
2023
Q1 		$1.17M Sell
6,413
-1,047
-14% -$184K 0.09% 123
2022
Q4 		$1.27M Sell
7,460
-1,465
-16% -$236K 0.11% 107
2022
Q3 		$1.38M Sell
8,925
-1,703
-16% -$274K 0.13% 96
2022
Q2 		$1.79M Sell
10,628
-519
-5% -$90.6K 0.17% 88
2022
Q1 		$2.01M Buy
11,147
+1,676
+18% +$294K 0.16% 80
2021
Q4 		$1.62M Sell
9,471
-2,152
-19% -$361K 0.13% 90
2021
Q3 		$1.91M Sell
11,623
-65,364
-85% -$10.9M 0.25% 55
2021
Q2 		$12.8M Buy
76,987
+6,027
+8% +$1.02M 1.3% 23
2021
Q1 		$11.3M Buy
70,960
+16,747
+31% +$2.81M 1.36% 24
2020
Q4 		$9.67M Buy
54,213
+3,223
+6% +$568K 1.34% 23
2020
Q3 		$9.03M Buy
50,990
+10,455
+26% +$1.88M 1.93% 16
2020
Q2 		$6.78M Buy
40,535
+8,322
+26% +$1.34M 1.5% 24
2020
Q1 		$4.77M Buy
+32,213
New +$4.8M 1.35% 24
2019
Q2 		– Sell
-1,729
Closed -$210K – 121
2019
Q1 		$210K Hold
1,729
– – 0.06% 107
2018
Q4 		$209K Sell
1,729
-5,020
-74% -$583K 0.07% 103
2018
Q3 		$759K Sell
6,749
-5,092
-43% -$584K 0.21% 58
2018
Q2 		$1.39M Buy
11,841
+241
+2% +$29.8K 0.42% 42
2018
Q1 		$1.46M Buy
11,600
+1,734
+18% +$219K 0.47% 43
2017
Q4 		$1.22M Sell
9,866
-975
-9% -$118K 0.42% 51
2017
Q3 		$1.32M Buy
10,841
+2,707
+33% +$329K 0.48% 47
2017
Q2 		$939K Buy
8,134
+4,754
+141% +$569K 0.36% 57
2017
Q1 		$404K Buy
+3,380
New +$393K 0.17% 81

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

Gerber Kawasaki Wealth & Investment Management's GLD Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its SPDR Gold Trust (GLD) stake by 8.9% in Q1 2026, buying an estimated $311K and bringing the position to 8,516 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #95.

Gerber Kawasaki Wealth & Investment Management first reported a position in GLD in Q1 2017 and has held it in 34 quarters since. The position peaked at $12.8M in Q2 2021. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,516 shares of SPDR Gold Trust worth $3.66M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 695 SPDR Gold Trust shares in Q1 2026, an estimated $311K.
  • SPDR Gold Trust made up 0.12% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #95 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 34 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's SPDR Gold Trust position peaked at $12.8M in Q2 2021.
  • 3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.