LA
GLD icon

Lifeworks Advisors’s SPDR Gold Trust GLD Stock Holding History

Lifeworks Advisors’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 		$14.1M Buy
32,836
+6,329
+24% +$2.83M 1.81% 8
2025
Q4 		$10.5M Sell
26,507
-1,265
-5% -$483K 1.36% 9
2025
Q3 		$9.87M Buy
27,772
+5,424
+24% +$1.73M 1.31% 12
2025
Q2 		$6.81M Buy
22,348
+4,099
+22% +$1.24M 1.02% 24
2025
Q1 		$5.26M Buy
18,249
+10,650
+140% +$2.82M 0.87% 32
2024
Q4 		$1.84M Buy
7,599
+5,708
+302% +$1.4M 0.33% 81
2024
Q3 		$460K Buy
+1,891
New +$433K 0.09% 173

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

Lifeworks Advisors's GLD Position: Q1 2026 in Review

Lifeworks Advisors increased its SPDR Gold Trust (GLD) stake by 24% in Q1 2026, buying an estimated $2.83M and bringing the position to 32,836 shares worth $14.1M. The position accounts for 1.81% of the portfolio, ranked #8.

Lifeworks Advisors first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Lifeworks Advisors held 32,836 shares of SPDR Gold Trust worth $14.1M as of Q1 2026.
  • Lifeworks Advisors bought 6,329 SPDR Gold Trust shares in Q1 2026, an estimated $2.83M.
  • SPDR Gold Trust made up 1.81% of Lifeworks Advisors's portfolio in Q1 2026, its #8 holding.
  • Lifeworks Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.