Legacy Capital Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Legacy Capital 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	$1.41M	Sell	3,267 -46	-1%	-$20.6K	0.29%	68
2025 Q4	$1.31M	Buy	3,313 +5	+0.2%	+$1.91K	0.28%	72
2025 Q3	$1.18M	Hold	3,308	–	–	0.26%	76
2025 Q2	$1.01M	Sell	3,308 -18	-0.5%	-$5.45K	0.23%	88
2025 Q1	$958K	Sell	3,326 -48	-1%	-$12.7K	0.24%	87
2024 Q4	$817K	Sell	3,374 -3,308	-50%	-$813K	0.2%	100
2024 Q3	$1.62M	Buy	6,682 +3,308	+98%	+$758K	0.32%	62
2024 Q2	$725K	Buy	3,374 +964	+40%	+$208K	0.18%	106
2024 Q1	$444K	Sell	2,410 -964	-29%	-$185K	0.32%	74
2023 Q4	$645K	Hold	3,374	–	–	0.18%	120
2023 Q3	$578K	Buy	+3,374	New	+$603K	0.16%	131
2023 Q2	–	Sell	-3,111	Closed	-$570K	–	114
2023 Q1	$570K	Buy	+3,111	New	+$547K	0.16%	124

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

Legacy Capital Wealth Partners's GLD Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q1 2026, selling an estimated $20.6K and leaving 3,267 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #68.

Legacy Capital Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q3 2024. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Legacy Capital Wealth Partners held 3,267 shares of SPDR Gold Trust worth $1.41M as of Q1 2026.
Legacy Capital Wealth Partners sold 46 SPDR Gold Trust shares in Q1 2026, an estimated $20.6K.
SPDR Gold Trust made up 0.29% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #68 holding.
Legacy Capital Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's SPDR Gold Trust position peaked at $1.62M in Q3 2024.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.