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

Horizon 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	$27.8M	Buy	64,634 +20,186	+45%	+$9.04M	4.08%	5
2025 Q4	$17.6M	Sell	44,448 -828	-2%	-$316K	2.73%	11
2025 Q3	$16.1M	Sell	45,276 -881	-2%	-$281K	2.36%	12
2025 Q2	$14.1M	Sell	46,157 -36,483	-44%	-$11M	2.47%	12
2025 Q1	$23.8M	Buy	82,640 +31,514	+62%	+$8.33M	4.01%	9
2024 Q4	$12.4M	Buy	+51,126	New	+$12.6M	2.15%	15
2022 Q4	–	Sell	-1,545	Closed	-$239K	–	71
2022 Q3	$239K	Sell	1,545 -62,723	-98%	-$10.1M	0.18%	53
2022 Q2	$10.8M	Buy	64,268 +4,524	+8%	+$790K	4.49%	7
2022 Q1	$10.8M	Buy	+59,744	New	+$10.5M	3.35%	10

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

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

Horizon Wealth Management increased its SPDR Gold Trust (GLD) stake by 45% in Q1 2026, buying an estimated $9.04M and bringing the position to 64,634 shares worth $27.8M. The position accounts for 4.08% of the portfolio, ranked #5.

Horizon Wealth Management first reported a position in GLD in Q1 2022 and has held it in 9 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Horizon Wealth Management held 64,634 shares of SPDR Gold Trust worth $27.8M as of Q1 2026.
Horizon Wealth Management bought 20,186 SPDR Gold Trust shares in Q1 2026, an estimated $9.04M.
SPDR Gold Trust made up 4.08% of Horizon Wealth Management's portfolio in Q1 2026, its #5 holding.
Horizon Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 9 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.