GWM
GLD icon

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

GSB 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 		$3.5M Buy
8,133
+203
+3% +$90.9K 0.79% 40
2025
Q4 		$3.14M Buy
7,930
+318
+4% +$121K 0.71% 47
2025
Q3 		$2.71M Sell
7,612
-315
-4% -$100K 0.61% 54
2025
Q2 		$2.42M Sell
7,927
-93
-1% -$28.2K 0.59% 63
2025
Q1 		$2.31M Buy
8,020
+1
+0% +$264 0.61% 64
2024
Q4 		$1.94M Buy
8,019
+2
+0% +$491 0.5% 71
2024
Q3 		$1.95M Buy
8,017
+143
+2% +$32.7K 0.5% 71
2024
Q2 		$1.69M Sell
7,874
-119
-1% -$25.7K 0.46% 73
2024
Q1 		$1.64M Buy
7,993
+129
+2% +$24.8K 0.46% 75
2023
Q4 		$1.5M Sell
7,864
-408
-5% -$74.8K 0.46% 74
2023
Q3 		$1.42M Buy
8,272
+2
+0% +$358 0.47% 72
2023
Q2 		$1.47M Sell
8,270
-76
-0.9% -$14K 0.48% 73
2023
Q1 		$1.5M Buy
8,346
+1,225
+17% +$216K 0.49% 76
2022
Q4 		$1.21M Sell
7,121
-3,076
-30% -$495K 0.43% 87
2022
Q3 		$1.58M Buy
10,197
+1,102
+12% +$177K 0.57% 60
2022
Q2 		$1.53M Buy
9,095
+627
+7% +$109K 0.52% 70
2022
Q1 		$1.53M Sell
8,468
-7,971
-48% -$1.4M 0.45% 79
2021
Q4 		$2.81M Buy
16,439
+854
+5% +$143K 0.81% 35
2021
Q3 		$2.56M Sell
15,585
-986
-6% -$165K 1.31% 18
2021
Q2 		$2.75M Buy
16,571
+386
+2% +$65.6K 0.86% 31
2021
Q1 		$2.59M Buy
+16,185
New +$2.72M 0.86% 32

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

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

GSB Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.6% in Q1 2026, buying an estimated $90.9K and bringing the position to 8,133 shares worth $3.5M. The position accounts for 0.79% of the portfolio, ranked #40.

GSB Wealth Management first reported a position in GLD in Q1 2021 and has held it in 21 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • GSB Wealth Management held 8,133 shares of SPDR Gold Trust worth $3.5M as of Q1 2026.
  • GSB Wealth Management bought 203 SPDR Gold Trust shares in Q1 2026, an estimated $90.9K.
  • SPDR Gold Trust made up 0.79% of GSB Wealth Management's portfolio in Q1 2026, its #40 holding.
  • GSB Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 21 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.