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

Heirloom 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	$302K	Buy	+701	New	+$314K	0.05%	79

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

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

Heirloom Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 701 shares worth $302K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Heirloom Wealth Management held 701 shares of SPDR Gold Trust worth $302K as of Q1 2026.
SPDR Gold Trust was a new Heirloom Wealth Management position in Q1 2026.
SPDR Gold Trust made up 0.05% of Heirloom Wealth Management's portfolio in Q1 2026, its #79 holding.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.