Greenwich Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Greenwich 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	$24.4M	Buy	56,646 +146	+0.3%	+$65.4K	1%	16
2025 Q4	$22.4M	Buy	56,500 +52,702	+1,388%	+$20.1M	1%	21
2025 Q3	$1.35M	Sell	3,798 -24	-0.6%	-$7.65K	0.07%	129
2025 Q2	$1.17M	Sell	3,822 -1,006	-21%	-$305K	0.06%	123
2025 Q1	$1.39M	Buy	4,828 +102	+2%	+$27K	0.11%	102
2024 Q4	$1.14M	Buy	4,726 +13	+0.3%	+$3.19K	0.08%	111
2024 Q3	$1.15M	Sell	4,713 -42	-0.9%	-$9.62K	0.08%	110
2024 Q2	$1.02M	Sell	4,755 -30	-0.6%	-$6.49K	0.07%	111
2024 Q1	$984K	Sell	4,785 -44	-0.9%	-$8.45K	0.08%	114
2023 Q4	$923K	Buy	4,829 +34	+0.7%	+$6.23K	0.09%	111
2023 Q3	$822K	Sell	4,795 -439	-8%	-$78.5K	0.09%	113
2023 Q2	$933K	Buy	5,234 +176	+3%	+$32.3K	0.1%	108
2023 Q1	$927K	Buy	5,058 +536	+12%	+$94.3K	0.1%	109
2022 Q4	$767K	Sell	4,522 -242	-5%	-$39K	0.08%	123
2022 Q3	$737K	Sell	4,764 -777	-14%	-$125K	0.08%	124
2022 Q2	$933K	Buy	5,541 +722	+15%	+$126K	0.12%	116
2022 Q1	$871K	Buy	4,819 +1,001	+26%	+$176K	0.09%	118
2021 Q4	$653K	Sell	3,818 -194	-5%	-$32.6K	0.05%	144
2021 Q3	$659K	Buy	4,012 +15	+0.4%	+$2.51K	0.05%	140
2021 Q2	$662K	Buy	3,997 +52	+1%	+$8.84K	0.06%	129
2021 Q1	$631K	Buy	3,945 +148	+4%	+$24.9K	0.05%	129
2020 Q4	$677K	Buy	3,797 +12	+0.3%	+$2.11K	0.06%	112
2020 Q3	$670K	Buy	3,785 +699	+23%	+$126K	0.12%	108
2020 Q2	$517K	Buy	+3,086	New	+$498K	0.1%	113
2020 Q1	–	Sell	-1,560	Closed	-$223K	–	191
2019 Q4	$223K	Buy	+1,560	New	+$218K	0.04%	171
2019 Q3	–	Sell	-1,650	Closed	-$220K	–	190
2019 Q2	$220K	Buy	+1,650	New	+$204K	0.04%	181
2018 Q3	–	Sell	-1,735	Closed	-$206K	–	191
2018 Q2	$206K	Buy	1,735 +5	+0.3%	+$619	0.04%	162
2018 Q1	$218K	Buy	1,730 +20	+1%	+$2.52K	0.03%	157
2017 Q4	$211K	Hold	1,710	–	–	0.04%	169
2017 Q3	$208K	Buy	1,710 +10	+0.6%	+$1.22K	0.04%	163
2017 Q2	$201K	Hold	1,700	–	–	0.03%	164
2017 Q1	$202K	Buy	+1,700	New	+$198K	0.03%	166
2016 Q3	–	Sell	-2,231	Closed	-$282K	–	214
2016 Q2	$282K	Buy	2,231 +40	+2%	+$4.81K	0.07%	155
2016 Q1	$258K	Hold	2,191	–	–	0.07%	160
2015 Q4	$222K	Hold	2,191	–	–	0.05%	136
2015 Q3	$234K	Sell	2,191 -40	-2%	-$4.31K	0.06%	145
2015 Q2	$251K	Hold	2,231	–	–	0.03%	153
2015 Q1	$254K	Sell	2,231 -30	-1%	-$3.51K	0.03%	154
2014 Q4	$257K	Buy	2,261 +10	+0.4%	+$1.15K	0.02%	155
2014 Q3	$262K	Buy	2,251 +222	+11%	+$27.4K	0.02%	156
2014 Q2	$260K	Buy	2,029 +110	+6%	+$13.7K	0.02%	149
2014 Q1	$237K	Hold	1,919	–	–	0.02%	143
2013 Q4	$223K	Buy	+1,919	New	+$236K	0.02%	153

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

Greenwich Wealth Management's GLD Position: Q1 2026 in Review

Greenwich Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.26% in Q1 2026, buying an estimated $65.4K and bringing the position to 56,646 shares worth $24.4M. The position accounts for 1% of the portfolio, ranked #16.

Greenwich Wealth Management first reported a position in GLD in Q4 2013 and has held it in 43 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Greenwich Wealth Management held 56,646 shares of SPDR Gold Trust worth $24.4M as of Q1 2026.
Greenwich Wealth Management bought 146 SPDR Gold Trust shares in Q1 2026, an estimated $65.4K.
SPDR Gold Trust made up 1% of Greenwich Wealth Management's portfolio in Q1 2026, its #16 holding.
Greenwich Wealth Management first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 43 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.