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Lake Street Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Lake Street Private Wealth’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 		$273K Sell
634
-104
-14% -$46.6K 0.03% 218
2025
Q4 		$292K Sell
738
-125
-14% -$47.7K 0.04% 226
2025
Q3 		$307K Buy
+863
New +$275K 0.04% 216
2025
Q2 		– Sell
-559
Closed -$161K – 267
2025
Q1 		$161K Sell
559
-538
-49% -$142K 0.03% 240
2024
Q4 		$266K Buy
1,097
+599
+120% +$147K 0.04% 206
2024
Q3 		$121K Sell
498
-13,623
-96% -$3.12M 0.02% 254
2024
Q2 		$3.04M Buy
14,121
+30
+0.2% +$6.49K 0.39% 66
2024
Q1 		$2.9M Sell
14,091
-346
-2% -$66.4K 0.4% 68
2023
Q4 		$2.76M Buy
14,437
+22
+0.2% +$4.03K 0.43% 66
2023
Q3 		$2.5M Sell
14,415
-547
-4% -$97.8K 0.45% 69
2023
Q2 		$2.67M Buy
14,962
+690
+5% +$127K 0.47% 65
2023
Q1 		$2.61M Buy
14,272
+1,171
+9% +$206K 0.49% 57
2022
Q4 		$2.22M Sell
13,101
-4,744
-27% -$764K 0.46% 62
2022
Q3 		$2.76M Sell
17,845
-10,113
-36% -$1.63M 0.63% 42
2022
Q2 		$4.71M Sell
27,958
-950
-3% -$166K 0.99% 21
2022
Q1 		$5.22M Sell
28,908
-10,036
-26% -$1.76M 0.94% 21
2021
Q4 		$6.66M Buy
38,944
+12,488
+47% +$2.1M 1.17% 16
2021
Q3 		$4.34M Sell
26,456
-25,804
-49% -$4.32M 1.06% 22
2021
Q2 		$8.69M Sell
52,260
-1,545
-3% -$263K 2.21% 6
2021
Q1 		$8.61M Sell
53,805
-5,342
-9% -$898K 2.38% 5
2020
Q4 		$10.5M Buy
59,147
+985
+2% +$173K 3.05% 4
2020
Q3 		$10.3M Buy
58,162
+10,057
+21% +$1.81M 3.46% 4
2020
Q2 		$8.05M Buy
48,105
+8,037
+20% +$1.3M 2.98% 6
2020
Q1 		$5.93M Buy
40,068
+18,002
+82% +$2.68M 2.7% 6
2019
Q4 		$3.15M Buy
22,066
+1,613
+8% +$225K 1.21% 18
2019
Q3 		$2.84M Buy
+20,453
New +$2.84M 1.29% 20

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

Lake Street Private Wealth's GLD Position: Q1 2026 in Review

Lake Street Private Wealth reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $46.6K and leaving 634 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #218.

Lake Street Private Wealth first reported a position in GLD in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Lake Street Private Wealth held 634 shares of SPDR Gold Trust worth $273K as of Q1 2026.
  • Lake Street Private Wealth sold 104 SPDR Gold Trust shares in Q1 2026, an estimated $46.6K.
  • SPDR Gold Trust made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #218 holding.
  • Lake Street Private Wealth first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 26 quarters since.
  • Lake Street Private Wealth's SPDR Gold Trust position peaked at $10.5M in Q4 2020.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.