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

HB 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 		$29.5M Buy
68,661
+1,331
+2% +$596K 0.19% 69
2025
Q4 		$26.7M Buy
67,330
+1,148
+2% +$438K 0.17% 71
2025
Q3 		$23.5M Buy
66,182
+9,954
+18% +$3.17M 0.16% 77
2025
Q2 		$17.1M Sell
56,228
-18,859
-25% -$5.71M 0.14% 85
2025
Q1 		$21.6M Buy
75,087
+24,273
+48% +$6.42M 0.18% 74
2024
Q4 		$12.3M Buy
50,814
+2,492
+5% +$612K 0.13% 82
2024
Q3 		$11.7M Sell
48,322
-1,291
-3% -$296K 0.13% 83
2024
Q2 		$10.7M Sell
49,613
-6,729
-12% -$1.46M 0.12% 83
2024
Q1 		$11.6M Buy
56,342
+36,161
+179% +$6.94M 0.15% 74
2023
Q4 		$3.86M Sell
20,181
-734
-4% -$135K 0.06% 158
2023
Q3 		$3.59M Buy
20,915
+369
+2% +$66K 0.06% 154
2023
Q2 		$3.66M Buy
20,546
+2,774
+16% +$510K 0.06% 151
2023
Q1 		$3.26M Sell
17,772
-398
-2% -$70K 0.06% 152
2022
Q4 		$3.08M Buy
18,170
+3,080
+20% +$496K 0.06% 151
2022
Q3 		$2.33M Buy
15,090
+95
+0.6% +$15.3K 0.05% 164
2022
Q2 		$2.53M Sell
14,995
-785
-5% -$137K 0.05% 153
2022
Q1 		$2.85M Buy
15,780
+2,605
+20% +$457K 0.05% 148
2021
Q4 		$2.25M Buy
+13,175
New +$2.21M 0.05% 150

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

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

HB Wealth Management increased its SPDR Gold Trust (GLD) stake by 2% in Q1 2026, buying an estimated $596K and bringing the position to 68,661 shares worth $29.5M. The position accounts for 0.19% of the portfolio, ranked #69.

HB Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • HB Wealth Management held 68,661 shares of SPDR Gold Trust worth $29.5M as of Q1 2026.
  • HB Wealth Management bought 1,331 SPDR Gold Trust shares in Q1 2026, an estimated $596K.
  • SPDR Gold Trust made up 0.19% of HB Wealth Management's portfolio in Q1 2026, its #69 holding.
  • HB Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.