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IAG Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

IAG Wealth Partners’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 		$279K Sell
649
-59
-8% -$26.4K 0.03% 109
2025
Q4 		$281K Sell
708
-54
-7% -$20.6K 0.03% 105
2025
Q3 		$271K Buy
762
+13
+2% +$4.14K 0.03% 105
2025
Q2 		$228K Sell
749
-99
-12% -$30K 0.03% 105
2025
Q1 		$244K Sell
848
-54
-6% -$14.3K 0.04% 98
2024
Q4 		$218K Sell
902
-34
-4% -$8.36K 0.04% 96
2024
Q3 		$228K Buy
936
+152
+19% +$34.8K 0.04% 93
2024
Q2 		$169K Buy
784
+149
+23% +$32.2K 0.03% 101
2024
Q1 		$131K Hold
635
– – 0.03% 106
2023
Q4 		$121K Sell
635
-13
-2% -$2.38K 0.03% 102
2023
Q3 		$111K Buy
648
+56
+9% +$10K 0.03% 102
2023
Q2 		$106K Buy
592
+30
+5% +$5.51K 0.03% 112
2023
Q1 		$103K Sell
562
-153
-21% -$26.9K 0.03% 101
2022
Q4 		$121K Sell
715
-46
-6% -$7.41K 0.04% 89
2022
Q3 		$118K Buy
761
+161
+27% +$25.9K 0.04% 81
2022
Q2 		$101K Buy
600
+153
+34% +$26.7K 0.03% 88
2022
Q1 		$81K Hold
447
– – 0.03% 102
2021
Q4 		$76K Hold
447
– – 0.02% 106
2021
Q3 		$74K Sell
447
-69
-13% -$11.6K 0.03% 98
2021
Q2 		$86K Buy
516
+19
+4% +$3.23K 0.03% 81
2021
Q1 		$80K Hold
497
– – 0.03% 83
2020
Q4 		$89K Buy
497
+46
+10% +$8.1K 0.04% 78
2020
Q3 		$80K Hold
451
– – 0.04% 78
2020
Q2 		$76K Hold
451
– – 0.04% 80
2020
Q1 		$67K Sell
451
-409
-48% -$60.9K 0.04% 80
2019
Q4 		$123K Buy
+860
New +$120K 0.08% 59

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

IAG Wealth Partners's GLD Position: Q1 2026 in Review

IAG Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 8.3% in Q1 2026, selling an estimated $26.4K and leaving 649 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #109.

IAG Wealth Partners first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $281K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • IAG Wealth Partners held 649 shares of SPDR Gold Trust worth $279K as of Q1 2026.
  • IAG Wealth Partners sold 59 SPDR Gold Trust shares in Q1 2026, an estimated $26.4K.
  • SPDR Gold Trust made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • IAG Wealth Partners first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's SPDR Gold Trust position peaked at $281K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.