Marks Wealth’s SPDR Gold Trust GLD Stock Holding History

Marks 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 Q4	–	Sell	-34,500	Closed	-$12.3M	–	25
2025 Q3	$12.3M	Buy	+34,500	New	+$11M	3.79%	11
2024 Q4	–	Sell	-62,024	Closed	-$15.1M	–	17
2024 Q3	$15.1M	Buy	+62,024	New	+$14.2M	6.47%	5
2024 Q1	–	Sell	-174,183	Closed	-$33.3M	–	17
2023 Q4	$33.3M	Buy	+174,183	New	+$31.9M	17.9%	2
2021 Q1	–	Sell	-8,305	Closed	-$1.48M	–	44
2020 Q4	$1.48M	Buy	+8,305	New	+$1.46M	0.51%	23

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Marks Wealth's GLD Position: Q4 2025 in Review

Marks Wealth sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 34,500 shares — an estimated $12.3M sold.

Marks Wealth first reported a position in GLD in Q4 2020 and held it in 4 quarters. The position peaked at $33.3M in Q4 2023. 3,062 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Marks Wealth reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
Marks Wealth sold 34,500 SPDR Gold Trust shares in Q4 2025, an estimated $12.3M.
Marks Wealth first reported a position in SPDR Gold Trust in Q4 2020 and held it in 4 quarters.
Marks Wealth's SPDR Gold Trust position peaked at $33.3M in Q4 2023.
3,062 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Marks Wealth's 13F filing for Q4 2025, filed 2 Feb 2026.