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Liberty Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Liberty Wealth Management’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 		$3.14M Buy
7,302
+29
+0.4% +$13K 0.39% 60
2025
Q4 		$2.88M Sell
7,273
-823
-10% -$314K 0.37% 56
2025
Q3 		$2.88M Buy
8,096
+6,570
+431% +$2.09M 0.41% 55
2025
Q2 		$465K Buy
1,526
+122
+9% +$36.9K 0.07% 131
2025
Q1 		$405K Sell
1,404
-133
-9% -$35.2K 0.08% 100
2024
Q4 		$372K Hold
1,537
– – 0.06% 143
2024
Q3 		$374K Sell
1,537
-2
-0.1% -$458 0.06% 141
2024
Q2 		$331K Sell
1,539
-42
-3% -$9.08K 0.06% 145
2024
Q1 		$325K Buy
1,581
+1,456
+1,165% +$279K 0.06% 139
2023
Q4 		$351K Sell
125
-1,653
-93% -$303K 0.08% 124
2023
Q3 		$305K Sell
1,778
-11
-0.6% -$1.97K 0.08% 131
2023
Q2 		$319K Buy
1,789
+65
+4% +$11.9K 0.08% 131
2023
Q1 		$316K Buy
+1,724
New +$303K 0.07% 167
2022
Q3 		$231K Sell
1,499
-185
-11% -$29.7K 0.06% 133
2022
Q2 		$283K Buy
1,684
+529
+46% +$92.4K 0.11% 107
2022
Q1 		$208K Buy
+1,155
New +$203K 0.08% 145
2021
Q4 		– Sell
-891
Closed -$147K – 534
2021
Q3 		$147K Buy
891
+53
+6% +$8.87K 0.05% 213
2021
Q2 		$139K Sell
838
-50
-6% -$8.5K 0.05% 173
2021
Q1 		$154K Hold
888
– – 0.08% 133
2020
Q4 		$154K Sell
888
-62
-7% -$10.9K 0.08% 132
2020
Q3 		$168K Buy
950
+245
+35% +$44K 0.1% 108
2020
Q2 		$118K Hold
705
– – 0.08% 131
2020
Q1 		$104K Buy
705
+26
+4% +$3.87K 0.09% 137
2019
Q4 		$97K Hold
679
– – 0.08% 160
2019
Q3 		$94K Sell
679
-294
-30% -$40.9K 0.09% 154
2019
Q2 		$130K Buy
973
+205
+27% +$25.3K 0.11% 140
2019
Q1 		$93K Hold
768
– – 0.07% 146
2018
Q4 		$93K Buy
+768
New +$89.2K 0.07% 137

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 Wealth Management's GLD Position: Q1 2026 in Review

Liberty Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.4% in Q1 2026, buying an estimated $13K and bringing the position to 7,302 shares worth $3.14M. The position accounts for 0.39% of the portfolio, ranked #60.

Liberty Wealth Management first reported a position in GLD in Q4 2018 and has held it in 28 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Liberty Wealth Management held 7,302 shares of SPDR Gold Trust worth $3.14M as of Q1 2026.
  • Liberty Wealth Management bought 29 SPDR Gold Trust shares in Q1 2026, an estimated $13K.
  • SPDR Gold Trust made up 0.39% of Liberty Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Liberty Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 28 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.