Litman Gregory Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Litman Gregory 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
2025 Q4	$809K	Hold	2,042	–	–	0.06%	83
2025 Q3	$726K	Hold	2,042	–	–	0.05%	84
2025 Q2	$622K	Buy	2,042 +4	+0.2%	+$1.21K	0.05%	83
2025 Q1	$587K	Sell	2,038 -21	-1%	-$5.55K	0.05%	82
2024 Q4	$499K	Sell	2,059 -4	-0.2%	-$983	0.04%	85
2024 Q3	$501K	Hold	2,063	–	–	0.04%	88
2024 Q2	$444K	Hold	2,063	–	–	0.04%	92
2024 Q1	$424K	Hold	2,063	–	–	0.04%	92
2023 Q4	$394K	Hold	2,063	–	–	0.04%	93
2023 Q3	$354K	Hold	2,063	–	–	0.04%	97
2023 Q2	$368K	Buy	2,063 +915	+80%	+$168K	0.05%	64
2023 Q1	$210K	Sell	1,148 -890	-44%	-$157K	0.08%	38
2022 Q4	$346K	Sell	2,038 -22	-1%	-$3.54K	0.05%	65
2022 Q3	$319K	Hold	2,060	–	–	0.05%	58
2022 Q2	$347K	Buy	+2,060	New	+$360K	0.05%	69
2021 Q2	–	Sell	-55	Closed	-$9K	–	108
2021 Q1	$9K	Hold	55	–	–	﹤0.01%	151
2020 Q4	$10K	Hold	55	–	–	﹤0.01%	150
2020 Q3	$10K	Buy	+55	New	+$9.88K	﹤0.01%	147

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's GLD Position: Q4 2025 in Review

Litman Gregory Wealth Management held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 2,042 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #83.

Litman Gregory Wealth Management first reported a position in GLD in Q3 2020 and has held it in 18 quarters since. 3,073 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Litman Gregory Wealth Management held 2,042 shares of SPDR Gold Trust worth $809K as of Q4 2025.
Litman Gregory Wealth Management left its SPDR Gold Trust share count unchanged in Q4 2025.
SPDR Gold Trust made up 0.06% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #83 holding.
Litman Gregory Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 18 quarters since.
3,073 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.