Landmark Wealth Management (Illinois)’s SPDR Gold Trust GLD Stock Holding History

Landmark Wealth Management (Illinois)’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	$3.16M	Sell	7,339 -677	-8%	-$303K	1.19%	14
2025 Q4	$3.18M	Sell	8,016 -1,013	-11%	-$387K	1.2%	14
2025 Q3	$3.21M	Sell	9,029 -1,787	-17%	-$569K	1.25%	15
2025 Q2	$3.3M	Buy	10,816 +1,450	+15%	+$439K	1.41%	14
2025 Q1	$2.7M	Sell	9,366 -1,158	-11%	-$306K	1.29%	15
2024 Q4	$2.55M	Buy	10,524 +408	+4%	+$100K	1.24%	23
2024 Q3	$2.46M	Buy	10,116 +3,284	+48%	+$752K	1.23%	20
2024 Q2	$1.47M	Buy	+6,832	New	+$1.48M	0.81%	28

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

Landmark Wealth Management (Illinois)'s GLD Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) reduced its SPDR Gold Trust (GLD) stake by 8.4% in Q1 2026, selling an estimated $303K and leaving 7,339 shares worth $3.16M. The position accounts for 1.19% of the portfolio, ranked #14.

Landmark Wealth Management (Illinois) first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q2 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Landmark Wealth Management (Illinois) held 7,339 shares of SPDR Gold Trust worth $3.16M as of Q1 2026.
Landmark Wealth Management (Illinois) sold 677 SPDR Gold Trust shares in Q1 2026, an estimated $303K.
SPDR Gold Trust made up 1.19% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #14 holding.
Landmark Wealth Management (Illinois) first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
Landmark Wealth Management (Illinois)'s SPDR Gold Trust position peaked at $3.3M in Q2 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.