GWA
GLD icon

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

GGM 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
2025
Q1 		$15.1M Buy
48,978
+611
+1% +$162K 8.41% 2
2024
Q4 		$11.7M Buy
48,367
+1,063
+2% +$261K 6.12% 2
2024
Q3 		$11.5M Buy
47,304
+382
+0.8% +$87.5K 4.95% 3
2024
Q2 		$10.1M Sell
46,922
-2,809
-6% -$608K 4.61% 3
2024
Q1 		$10.8M Sell
49,731
-27
-0.1% -$5.18K 5.04% 3
2023
Q4 		$9.31M Buy
49,758
+67
+0.1% +$12.3K 3.85% 3
2023
Q3 		$8.52M Buy
49,691
+378
+0.8% +$67.6K 3.69% 3
2023
Q2 		$8.85M Buy
49,313
+4,367
+10% +$802K 3.59% 5
2023
Q1 		$8.23M Buy
44,946
+9,778
+28% +$1.72M 4.7% 4
2022
Q4 		$6.11M Sell
35,168
-2,383
-6% -$384K 3.15% 7
2022
Q3 		$5.78M Sell
37,551
-1,627
-4% -$262K 3.12% 8
2022
Q2 		$6.3M Sell
39,178
-2,948
-7% -$515K 3.52% 7
2022
Q1 		$7.66M Buy
+42,126
New +$7.39M 3.84% 7

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

GGM Wealth Advisors's GLD Position: Q1 2025 in Review

GGM Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2025, buying an estimated $162K and bringing the position to 48,978 shares worth $15.1M. The position accounts for 8.41% of the portfolio, ranked #2.

GGM Wealth Advisors first reported a position in GLD in Q1 2022 and has held it in 13 quarters since. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • GGM Wealth Advisors held 48,978 shares of SPDR Gold Trust worth $15.1M as of Q1 2025.
  • GGM Wealth Advisors bought 611 SPDR Gold Trust shares in Q1 2025, an estimated $162K.
  • SPDR Gold Trust made up 8.41% of GGM Wealth Advisors's portfolio in Q1 2025, its #2 holding.
  • GGM Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 13 quarters since.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.