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Leo Wealth LLC’s SPDR Gold Trust GLD Stock Holding History

Leo Wealth LLC’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 		$4.6M Buy
10,683
+364
+4% +$163K 0.33% 61
2025
Q4 		$4.09M Buy
10,319
+1,841
+22% +$703K 0.3% 64
2025
Q3 		$3.01M Sell
8,478
-1,376
-14% -$438K 0.39% 50
2025
Q2 		$3M Buy
9,854
+2,212
+29% +$670K 0.23% 83
2025
Q1 		$2.2M Sell
7,642
-2,037
-21% -$539K 0.32% 67
2024
Q4 		$2.34M Buy
9,679
+1,274
+15% +$313K 0.21% 86
2024
Q3 		$2.04M Buy
8,405
+985
+13% +$226K 0.19% 92
2024
Q2 		$1.6M Buy
7,420
+660
+10% +$143K 0.16% 108
2024
Q1 		$1.39M Sell
6,760
-33
-0.5% -$6.33K 0.14% 116
2023
Q4 		$1.31M Buy
+6,793
New +$1.24M 0.14% 118

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leo Wealth LLC's GLD Position: Q1 2026 in Review

Leo Wealth LLC increased its SPDR Gold Trust (GLD) stake by 3.5% in Q1 2026, buying an estimated $163K and bringing the position to 10,683 shares worth $4.6M. The position accounts for 0.33% of the portfolio, ranked #61.

Leo Wealth LLC first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Leo Wealth LLC held 10,683 shares of SPDR Gold Trust worth $4.6M as of Q1 2026.
  • Leo Wealth LLC bought 364 SPDR Gold Trust shares in Q1 2026, an estimated $163K.
  • SPDR Gold Trust made up 0.33% of Leo Wealth LLC's portfolio in Q1 2026, its #61 holding.
  • Leo Wealth LLC first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.