Lyell Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
36,019
-311
| -0.9% | -$139K | 1.14% | 27 |
|
|
2025
Q4 | $14.4M | Sell |
36,330
-4,284
| -11% | -$1.64M | 1.04% | 33 |
|
|
2025
Q3 | $14.4M | Buy |
40,614
+804
| +2% | +$256K | 1.07% | 33 |
|
|
2025
Q2 | $12.1M | Sell |
39,810
-2,558
| -6% | -$775K | 0.96% | 38 |
|
|
2025
Q1 | $12.2M | Buy |
42,368
+2,927
| +7% | +$774K | 1.14% | 28 |
|
|
2024
Q4 | $9.55M | Buy |
39,441
+3,343
| +9% | +$822K | 0.86% | 39 |
|
|
2024
Q3 | $8.77M | Buy |
36,098
+425
| +1% | +$97.3K | 0.8% | 42 |
|
|
2024
Q2 | $7.67M | Sell |
35,673
-180
| -0.5% | -$38.9K | 0.73% | 48 |
|
|
2024
Q1 | $7.38M | Buy |
35,853
+104
| +0.3% | +$20K | 0.75% | 46 |
|
|
2023
Q4 | $6.83M | Sell |
35,749
-1,423
| -4% | -$261K | 0.78% | 46 |
|
|
2023
Q3 | $6.37M | Sell |
37,172
-2,805
| -7% | -$502K | 0.86% | 42 |
|
|
2023
Q2 | $7.13M | Buy |
39,977
+4,016
| +11% | +$738K | 0.91% | 40 |
|
|
2023
Q1 | $6.59M | Buy |
35,961
+27,836
| +343% | +$4.9M | 0.92% | 40 |
|
|
2022
Q4 | $1.38M | Hold |
8,125
| – | – | 0.22% | 93 |
|
|
2022
Q3 | $1.26M | Hold |
8,125
| – | – | 0.21% | 93 |
|
|
2022
Q2 | $1.37M | Hold |
8,125
| – | – | 0.22% | 94 |
|
|
2022
Q1 | $1.47M | Hold |
8,125
| – | – | 0.19% | 95 |
|
|
2021
Q4 | $1.39M | Sell |
8,125
-110
| -1% | -$18.5K | 0.16% | 93 |
|
|
2021
Q3 | $1.35M | Hold |
8,235
| – | – | 0.16% | 93 |
|
|
2021
Q2 | $1.36M | Buy |
8,235
+1,125
| +16% | +$191K | 0.17% | 91 |
|
|
2021
Q1 | $1.14M | Buy |
7,110
+1,690
| +31% | +$284K | 0.17% | 90 |
|
|
2020
Q4 | $967K | Hold |
5,420
| – | – | 0.15% | 84 |
|
|
2020
Q3 | $960K | Buy |
5,420
+50
| +0.9% | +$8.98K | 0.18% | 79 |
|
|
2020
Q2 | $899K | Hold |
5,370
| – | – | 0.2% | 72 |
|
|
2020
Q1 | $795K | Hold |
5,370
| – | – | 0.24% | 72 |
|
|
2019
Q4 | $767K | Hold |
5,370
| – | – | 0.2% | 72 |
|
|
2019
Q3 | $746K | Buy |
5,370
+70
| +1% | +$9.73K | 0.22% | 72 |
|
|
2019
Q2 | $706K | Hold |
5,300
| – | – | 0.21% | 81 |
|
|
2019
Q1 | $647K | Buy |
5,300
+1,000
| +23% | +$123K | 0.22% | 80 |
|
|
2018
Q4 | $521K | Hold |
4,300
| – | – | 0.22% | 79 |
|
|
2018
Q3 | $485K | Hold |
4,300
| – | – | 0.16% | 84 |
|
|
2018
Q2 | $510K | Hold |
4,300
| – | – | 0.19% | 81 |
|
|
2018
Q1 | $541K | Sell |
4,300
-20
| -0.5% | -$2.52K | 0.2% | 83 |
|
|
2017
Q4 | $534K | Sell |
4,320
-200
| -4% | -$24.2K | 0.21% | 83 |
|
|
2017
Q3 | $550K | Hold |
4,520
| – | – | 0.24% | 79 |
|
|
2017
Q2 | $533K | Buy |
4,520
+1,300
| +40% | +$156K | 0.26% | 76 |
|
|
2017
Q1 | $382K | Buy |
+3,220
| New | +$374K | 0.21% | 80 |
|
Other funds holding GLD
Lyell Wealth Management's GLD Position: Q1 2026 in Review
Lyell Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.86% in Q1 2026, selling an estimated $139K and leaving 36,019 shares worth $15.5M. The position accounts for 1.14% of the portfolio, ranked #27.
Lyell Wealth Management first reported a position in GLD in Q1 2017 and has held it in 37 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Lyell Wealth Management held 36,019 shares of SPDR Gold Trust worth $15.5M as of Q1 2026.
- Lyell Wealth Management sold 311 SPDR Gold Trust shares in Q1 2026, an estimated $139K.
- SPDR Gold Trust made up 1.14% of Lyell Wealth Management's portfolio in Q1 2026, its #27 holding.
- Lyell Wealth Management first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 37 quarters since.
- 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.