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Liberty Square Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Liberty Square 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 		$805K Buy
1,870
+1,250
+202% +$560K 0.22% 50
2025
Q4 		$246K Sell
620
-210
-25% -$80.2K 0.07% 127
2025
Q3 		$295K Hold
830
– – 0.09% 117
2025
Q2 		$253K Hold
830
– – 0.09% 123
2025
Q1 		$239K Hold
830
– – 0.09% 128
2024
Q4 		$221K Buy
+830
New +$204K 0.08% 142

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

Liberty Square Wealth Partners's GLD Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its SPDR Gold Trust (GLD) stake by 202% in Q1 2026, buying an estimated $560K and bringing the position to 1,870 shares worth $805K. The position accounts for 0.22% of the portfolio, ranked #50.

Liberty Square Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Liberty Square Wealth Partners held 1,870 shares of SPDR Gold Trust worth $805K as of Q1 2026.
  • Liberty Square Wealth Partners bought 1,250 SPDR Gold Trust shares in Q1 2026, an estimated $560K.
  • SPDR Gold Trust made up 0.22% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Liberty Square Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.