Global Wealth Management Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Global Wealth Management Investment Advisory’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	$244K	Sell	568 -11	-2%	-$4.93K	0.04%	139
2025 Q4	$229K	Buy	+579	New	+$221K	0.04%	143
2024 Q1	–	Sell	-421	Closed	-$80.5K	–	259
2023 Q4	$80.5K	Hold	421	–	–	0.02%	158
2023 Q3	$72.2K	Sell	421 -134	-24%	-$24K	0.02%	171
2023 Q2	$98.9K	Buy	+555	New	+$102K	0.03%	158
2022 Q3	–	Sell	-102	Closed	-$17K	–	272
2022 Q2	$17K	Hold	102	–	–	0.01%	242
2022 Q1	$18K	Buy	102 +12	+13%	+$2.1K	0.01%	267
2021 Q4	$15K	Hold	90	–	–	﹤0.01%	277
2021 Q3	$15K	Sell	90 -118	-57%	-$19.8K	﹤0.01%	280
2021 Q2	$34K	Hold	208	–	–	0.01%	213
2021 Q1	$33K	Sell	208 -6	-3%	-$1.01K	0.01%	215
2020 Q4	$38K	Buy	+214	New	+$37.7K	0.01%	197
2020 Q3	–	Sell	-87	Closed	-$15K	–	511
2020 Q2	$15K	Hold	87	–	–	0.01%	299
2020 Q1	$13K	Hold	87	–	–	0.01%	299
2019 Q4	$12K	Hold	87	–	–	0.01%	327
2019 Q3	$12K	Sell	87 -5	-5%	-$695	0.01%	303
2019 Q2	$12K	Buy	92 +5	+6%	+$618	0.01%	339
2019 Q1	$11K	Sell	87 -28	-24%	-$3.45K	0.01%	366
2018 Q4	$14K	Buy	+115	New	+$13.4K	0.01%	337

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

Global Wealth Management Investment Advisory's GLD Position: Q1 2026 in Review

Global Wealth Management Investment Advisory reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, selling an estimated $4.93K and leaving 568 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #139.

Global Wealth Management Investment Advisory first reported a position in GLD in Q4 2018 and has held it in 19 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Global Wealth Management Investment Advisory held 568 shares of SPDR Gold Trust worth $244K as of Q1 2026.
Global Wealth Management Investment Advisory sold 11 SPDR Gold Trust shares in Q1 2026, an estimated $4.93K.
SPDR Gold Trust made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #139 holding.
Global Wealth Management Investment Advisory first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 19 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.