Icon Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Icon Wealth Advisors’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	$388K	Sell	929 -975	-51%	-$437K	0.03%	287
2025 Q4	$755K	Buy	1,904 +1,125	+144%	+$430K	0.05%	203
2025 Q3	$277K	Hold	779	–	–	0.02%	324
2025 Q2	$238K	Buy	779 +65	+9%	+$19.7K	0.02%	346
2025 Q1	$206K	Hold	714	–	–	0.02%	349
2024 Q4	$173K	Buy	714 +132	+23%	+$32.4K	0.01%	400
2024 Q3	$141K	Hold	582	–	–	0.01%	420
2024 Q2	$132K	Hold	582	–	–	0.01%	386
2024 Q1	$120K	Sell	582 -50	-8%	-$9.6K	0.01%	438
2023 Q4	$121K	Buy	+632	New	+$116K	0.01%	401

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

Icon Wealth Advisors's GLD Position: Q1 2026 in Review

Icon Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 51% in Q1 2026, selling an estimated $437K and leaving 929 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #287.

Icon Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $755K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Icon Wealth Advisors held 929 shares of SPDR Gold Trust worth $388K as of Q1 2026.
Icon Wealth Advisors sold 975 SPDR Gold Trust shares in Q1 2026, an estimated $437K.
SPDR Gold Trust made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #287 holding.
Icon Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's SPDR Gold Trust position peaked at $755K in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.