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Marcum Wealth’s SPDR Gold Trust GLD Stock Holding History

Marcum Wealth’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
Q1 		$275K Buy
954
+39
+4% +$10.3K 0.02% 301
2024
Q4 		$222K Buy
+915
New +$225K 0.02% 343
2023
Q1 		– Sell
-2,473
Closed -$420K – 412
2022
Q4 		$420K Sell
2,473
-70
-3% -$11.3K 0.06% 187
2022
Q3 		$393K Sell
2,543
-304
-11% -$48.9K 0.06% 189
2022
Q2 		$480K Hold
2,847
– – 0.07% 161
2022
Q1 		$514K Buy
+2,847
New +$499K 0.07% 152

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Marcum Wealth's GLD Position: Q1 2025 in Review

Marcum Wealth increased its SPDR Gold Trust (GLD) stake by 4.3% in Q1 2025, buying an estimated $10.3K and bringing the position to 954 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #301.

Marcum Wealth first reported a position in GLD in Q1 2022 and has held it in 6 quarters since. The position peaked at $514K in Q1 2022. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Marcum Wealth held 954 shares of SPDR Gold Trust worth $275K as of Q1 2025.
  • Marcum Wealth bought 39 SPDR Gold Trust shares in Q1 2025, an estimated $10.3K.
  • SPDR Gold Trust made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #301 holding.
  • Marcum Wealth first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 6 quarters since.
  • Marcum Wealth's SPDR Gold Trust position peaked at $514K in Q1 2022.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.