Legacy Wealth Management (Idaho)’s SPDR Gold Trust GLD Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.05M	Sell	2,439 -76	-3%	-$34K	0.52%	49
2025 Q4	$997K	Sell	2,515 -970	-28%	-$370K	0.48%	48
2025 Q3	$1.24M	Buy	3,485 +3,295	+1,734%	+$1.05M	0.56%	44
2025 Q2	$57.9K	Buy	190 +54	+40%	+$16.4K	0.03%	145
2025 Q1	$39.2K	Buy	136 +46	+51%	+$12.2K	0.03%	163
2024 Q4	$23.8K	Hold	90	–	–	0.02%	197
2024 Q3	$21.4K	Buy	+90	New	+$20.6K	0.01%	214

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

Legacy Wealth Management (Idaho) reduced its SPDR Gold Trust (GLD) stake by 3% in Q1 2026, selling an estimated $34K and leaving 2,439 shares worth $1.05M. The position accounts for 0.52% of the portfolio, ranked #49.

Legacy Wealth Management (Idaho) first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Legacy Wealth Management (Idaho) held 2,439 shares of SPDR Gold Trust worth $1.05M as of Q1 2026.
Legacy Wealth Management (Idaho) sold 76 SPDR Gold Trust shares in Q1 2026, an estimated $34K.
SPDR Gold Trust made up 0.52% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #49 holding.
Legacy Wealth Management (Idaho) first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s SPDR Gold Trust position peaked at $1.24M in Q3 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.