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Marks Group Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Marks Group 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 		$491K Sell
1,141
-300
-21% -$134K 0.05% 246
2025
Q4 		$571K Buy
1,441
+37
+3% +$14.1K 0.05% 232
2025
Q3 		$499K Hold
1,404
– – 0.05% 223
2025
Q2 		$428K Sell
1,404
-130
-8% -$39.4K 0.04% 238
2025
Q1 		$442K Buy
1,534
+130
+9% +$34.4K 0.04% 249
2024
Q4 		$340K Buy
1,404
+147
+12% +$36.1K 0.03% 247
2024
Q3 		$306K Hold
1,257
– – 0.03% 256
2024
Q2 		$270K Hold
1,257
– – 0.03% 266
2024
Q1 		$259K Hold
1,257
– – 0.03% 276
2023
Q4 		$240K Sell
1,257
-262
-17% -$48K 0.03% 277
2023
Q3 		$260K Sell
1,519
-38
-2% -$6.79K 0.03% 254
2023
Q2 		$278K Buy
1,557
+28
+2% +$5.14K 0.03% 256
2023
Q1 		$280K Hold
1,529
– – 0.04% 250
2022
Q4 		$259K Sell
1,529
-2,894
-65% -$466K 0.04% 252
2022
Q3 		$684K Hold
4,423
– – 0.1% 180
2022
Q2 		$745K Sell
4,423
-123
-3% -$21.5K 0.11% 186
2022
Q1 		$821K Buy
4,546
+92
+2% +$16.1K 0.1% 185
2021
Q4 		$762K Buy
4,454
+136
+3% +$22.8K 0.09% 202
2021
Q3 		$708K Buy
4,318
+1,026
+31% +$172K 0.1% 180
2021
Q2 		$545K Hold
3,292
– – 0.07% 175
2021
Q1 		$526K Hold
3,292
– – 0.08% 173
2020
Q4 		$587K Buy
3,292
+12
+0.4% +$2.11K 0.09% 164
2020
Q3 		$581K Hold
3,280
– – 0.11% 163
2020
Q2 		$550K Buy
3,280
+236
+8% +$38.1K 0.11% 151
2020
Q1 		$450K Sell
3,044
-40
-1% -$5.96K 0.12% 155
2019
Q4 		$441K Buy
+3,084
New +$431K 0.09% 181

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Marks Group Wealth Management's GLD Position: Q1 2026 in Review

Marks Group Wealth Management reduced its SPDR Gold Trust (GLD) stake by 21% in Q1 2026, selling an estimated $134K and leaving 1,141 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #246.

Marks Group Wealth Management first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $821K in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Marks Group Wealth Management held 1,141 shares of SPDR Gold Trust worth $491K as of Q1 2026.
  • Marks Group Wealth Management sold 300 SPDR Gold Trust shares in Q1 2026, an estimated $134K.
  • SPDR Gold Trust made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Marks Group Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's SPDR Gold Trust position peaked at $821K in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.