Maridea Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Maridea 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
2026 Q1	$6.28M	Sell	14,599 -1,026	-7%	-$459K	0.91%	22
2025 Q4	$6.19M	Sell	15,625 -2,650	-15%	-$1.01M	0.93%	20
2025 Q3	$7.37M	Sell	18,275 -1,671	-8%	-$533K	1.15%	17
2025 Q2	$6.08M	Sell	19,946 -6,315	-24%	-$1.91M	1.58%	12
2025 Q1	$7.57M	Buy	26,261 +2,864	+12%	+$757K	2.47%	7
2024 Q4	$5.67M	Buy	+23,397	New	+$5.75M	1.82%	10

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

Maridea Wealth Management's GLD Position: Q1 2026 in Review

Maridea Wealth Management reduced its SPDR Gold Trust (GLD) stake by 6.6% in Q1 2026, selling an estimated $459K and leaving 14,599 shares worth $6.28M. The position accounts for 0.91% of the portfolio, ranked #22.

Maridea Wealth Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.57M in Q1 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Maridea Wealth Management held 14,599 shares of SPDR Gold Trust worth $6.28M as of Q1 2026.
Maridea Wealth Management sold 1,026 SPDR Gold Trust shares in Q1 2026, an estimated $459K.
SPDR Gold Trust made up 0.91% of Maridea Wealth Management's portfolio in Q1 2026, its #22 holding.
Maridea Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's SPDR Gold Trust position peaked at $7.57M in Q1 2025.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.