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

Hohimer 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	$1.48M	Sell	3,431 -173	-5%	-$77.5K	0.17%	141
2025 Q4	$1.43M	Buy	3,604 +1,033	+40%	+$395K	0.19%	121
2025 Q3	$914K	Buy	2,571 +414	+19%	+$132K	0.13%	149
2025 Q2	$658K	Buy	2,157 +100	+5%	+$30.3K	0.12%	141
2025 Q1	$593K	Buy	2,057 +54	+3%	+$14.3K	0.12%	142
2024 Q4	$485K	Buy	2,003 +815	+69%	+$200K	0.09%	145
2024 Q3	$289K	Hold	1,188	–	–	0.06%	173
2024 Q2	$255K	Hold	1,188	–	–	0.06%	199
2024 Q1	$244K	Sell	1,188 -165	-12%	-$31.7K	0.06%	208
2023 Q4	$259K	Hold	1,353	–	–	0.07%	178
2023 Q3	$232K	Hold	1,353	–	–	0.07%	176
2023 Q2	$241K	Hold	1,353	–	–	0.07%	172
2023 Q1	$248K	Hold	1,353	–	–	0.07%	167
2022 Q4	$230K	Hold	1,353	–	–	0.07%	148
2022 Q3	$209K	Buy	1,353 +11	+0.8%	+$1.77K	0.07%	163
2022 Q2	$226K	Hold	1,342	–	–	0.07%	167
2022 Q1	$242K	Buy	+1,342	New	+$235K	0.05%	182
2021 Q3	–	Sell	-2,165	Closed	-$359K	–	198
2021 Q2	$359K	Hold	2,165	–	–	0.07%	154
2021 Q1	$346K	Hold	2,165	–	–	0.08%	146
2020 Q4	$386K	Hold	2,165	–	–	0.1%	147
2020 Q3	$386K	Hold	2,165	–	–	0.11%	147
2020 Q2	$362K	Hold	2,165	–	–	0.12%	156
2020 Q1	$350K	Buy	+2,165	New	+$322K	0.15%	158

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

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

Hohimer Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.8% in Q1 2026, selling an estimated $77.5K and leaving 3,431 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #141.

Hohimer Wealth Management first reported a position in GLD in Q1 2020 and has held it in 23 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Hohimer Wealth Management held 3,431 shares of SPDR Gold Trust worth $1.48M as of Q1 2026.
Hohimer Wealth Management sold 173 SPDR Gold Trust shares in Q1 2026, an estimated $77.5K.
SPDR Gold Trust made up 0.17% of Hohimer Wealth Management's portfolio in Q1 2026, its #141 holding.
Hohimer Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 23 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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