Golden State Equity Partners’s SPDR Gold Trust GLD Stock Holding History

Golden State Equity Partners’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	$3.06M	Buy	7,113 +4,680	+192%	+$2.1M	0.23%	93
2025 Q4	$964K	Buy	2,433 +1,228	+102%	+$469K	0.16%	152
2025 Q3	$428K	Buy	1,205 +85	+8%	+$27.1K	0.07%	287
2025 Q2	$341K	Buy	1,120 +158	+16%	+$47.8K	0.06%	315
2025 Q1	$277K	Hold	962	–	–	0.05%	355
2024 Q4	$233K	Buy	+962	New	+$236K	0.04%	380
2021 Q4	–	Sell	-3,234	Closed	-$531K	–	209
2021 Q3	$531K	Buy	3,234 +373	+13%	+$62.4K	0.22%	111
2021 Q2	$474K	Buy	2,861 +659	+30%	+$112K	0.18%	129
2021 Q1	$352K	Buy	2,202 +55	+3%	+$9.24K	0.2%	112
2020 Q4	$382K	Buy	+2,147	New	+$378K	0.26%	104

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

Golden State Equity Partners's GLD Position: Q1 2026 in Review

Golden State Equity Partners increased its SPDR Gold Trust (GLD) stake by 192% in Q1 2026, buying an estimated $2.1M and bringing the position to 7,113 shares worth $3.06M. The position accounts for 0.23% of the portfolio, ranked #93.

Golden State Equity Partners first reported a position in GLD in Q4 2020 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Golden State Equity Partners held 7,113 shares of SPDR Gold Trust worth $3.06M as of Q1 2026.
Golden State Equity Partners bought 4,680 SPDR Gold Trust shares in Q1 2026, an estimated $2.1M.
SPDR Gold Trust made up 0.23% of Golden State Equity Partners's portfolio in Q1 2026, its #93 holding.
Golden State Equity Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.