Madison Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Madison 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	$3.09M	Buy	7,187 +1,072	+18%	+$480K	0.49%	36
2025 Q4	$2.42M	Buy	6,115 +771	+14%	+$294K	0.44%	37
2025 Q3	$1.9M	Sell	5,344 -33	-0.6%	-$10.5K	0.38%	37
2025 Q2	$1.64M	Buy	5,377 +24	+0.4%	+$7.27K	0.36%	37
2025 Q1	$1.54M	Buy	5,353 +156	+3%	+$41.3K	0.38%	36
2024 Q4	$1.26M	Buy	5,197 +461	+10%	+$113K	0.35%	37
2024 Q3	$1.15M	Buy	+4,736	New	+$1.08M	0.34%	40

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Madison Wealth Partners's GLD Position: Q1 2026 in Review

Madison Wealth Partners increased its SPDR Gold Trust (GLD) stake by 18% in Q1 2026, buying an estimated $480K and bringing the position to 7,187 shares worth $3.09M. The position accounts for 0.49% of the portfolio, ranked #36.

Madison Wealth Partners first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Madison Wealth Partners held 7,187 shares of SPDR Gold Trust worth $3.09M as of Q1 2026.
Madison Wealth Partners bought 1,072 SPDR Gold Trust shares in Q1 2026, an estimated $480K.
SPDR Gold Trust made up 0.49% of Madison Wealth Partners's portfolio in Q1 2026, its #36 holding.
Madison Wealth Partners first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.