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Granite Bay Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Granite Bay Wealth 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 		$8.05M Buy
18,731
+1,609
+9% +$721K 1.71% 20
2025
Q4 		$6.79M Sell
17,122
-1,047
-6% -$400K 1.63% 26
2025
Q3 		$6.46M Buy
18,169
+1,746
+11% +$556K 1.68% 26
2025
Q2 		$5.01M Buy
16,423
+5,858
+55% +$1.77M 1.61% 23
2025
Q1 		$3.04M Buy
10,565
+159
+2% +$42K 1.06% 26
2024
Q4 		$2.52M Buy
10,406
+365
+4% +$89.7K 0.93% 25
2024
Q3 		$2.44M Buy
10,041
+566
+6% +$130K 1.37% 17
2024
Q2 		$2.04M Buy
9,475
+7,443
+366% +$1.61M 1.09% 20
2024
Q1 		$418K Sell
2,032
-131,329
-98% -$25.2M 0.24% 54
2023
Q4 		$24.5M Sell
133,361
-14,470
-10% -$2.65M 0.22% 50
2023
Q3 		$26.4M Buy
147,831
+145,252
+5,632% +$26M 0.26% 48
2023
Q2 		$460K Sell
2,579
-294
-10% -$54K 0.43% 30
2023
Q1 		$526K Buy
2,873
+319
+12% +$56.1K 0.37% 43
2022
Q4 		$433K Hold
2,554
– – 0.28% 38
2022
Q3 		$395K Sell
2,554
-30
-1% -$4.82K 0.32% 38
2022
Q2 		$435K Sell
2,584
-303
-10% -$52.9K 0.34% 35
2022
Q1 		$522K Sell
2,887
-380
-12% -$66.7K 0.42% 33
2021
Q4 		$558K Buy
+3,267
New +$548K 0.55% 31

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

Granite Bay Wealth Management's GLD Position: Q1 2026 in Review

Granite Bay Wealth Management increased its SPDR Gold Trust (GLD) stake by 9.4% in Q1 2026, buying an estimated $721K and bringing the position to 18,731 shares worth $8.05M. The position accounts for 1.71% of the portfolio, ranked #20.

Granite Bay Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.4M in Q3 2023. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Granite Bay Wealth Management held 18,731 shares of SPDR Gold Trust worth $8.05M as of Q1 2026.
  • Granite Bay Wealth Management bought 1,609 SPDR Gold Trust shares in Q1 2026, an estimated $721K.
  • SPDR Gold Trust made up 1.71% of Granite Bay Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Granite Bay Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Granite Bay Wealth Management's SPDR Gold Trust position peaked at $26.4M in Q3 2023.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.