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Measured Wealth Private Client Group’s SPDR Gold Trust GLD Stock Holding History

Measured Wealth Private Client Group’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 		$26M Sell
60,432
-4,710
-7% -$2.11M 7.1% 1
2025
Q4 		$25.8M Sell
65,142
-448
-0.7% -$171K 6.83% 1
2025
Q3 		$23.3M Buy
65,590
+1,266
+2% +$403K 6.28% 4
2025
Q2 		$19.6M Sell
64,324
-1,916
-3% -$580K 5.87% 4
2025
Q1 		$19.1M Buy
66,240
+1,566
+2% +$414K 6.13% 4
2024
Q4 		$15.7M Buy
64,674
+3,356
+5% +$825K 5.06% 4
2024
Q3 		$14.9M Buy
61,318
+12,622
+26% +$2.89M 4.98% 6
2024
Q2 		$10.5M Buy
48,696
+3,506
+8% +$758K 3.68% 8
2024
Q1 		$9.3M Buy
45,190
+2,629
+6% +$505K 3.25% 7
2023
Q4 		$8.14M Buy
42,561
+1,238
+3% +$227K 3% 7
2023
Q3 		$7.08M Buy
41,323
+517
+1% +$92.4K 2.85% 7
2023
Q2 		$7.27M Buy
40,806
+4,661
+13% +$856K 2.76% 7
2023
Q1 		$6.62M Buy
36,145
+1,391
+4% +$245K 2.55% 8
2022
Q4 		$5.9M Sell
34,754
-3,863
-10% -$622K 2.43% 8
2022
Q3 		$5.97M Sell
38,617
-14,274
-27% -$2.3M 2.64% 8
2022
Q2 		$8.91M Buy
52,891
+787
+2% +$137K 3.93% 5
2022
Q1 		$9.41M Buy
52,104
+14,516
+39% +$2.55M 3.46% 5
2021
Q4 		$6.43M Buy
37,588
+2,995
+9% +$503K 2.27% 6
2021
Q3 		$5.68M Buy
+34,593
New +$5.79M 2.19% 7
2018
Q4 		– Sell
-300
Closed -$34K – 337
2018
Q3 		$34K Buy
+300
New +$34.4K 0.02% 428

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

Measured Wealth Private Client Group's GLD Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its SPDR Gold Trust (GLD) stake by 7.2% in Q1 2026, selling an estimated $2.11M and leaving 60,432 shares worth $26M. The position accounts for 7.1% of the portfolio, ranked #1.

Measured Wealth Private Client Group first reported a position in GLD in Q3 2018 and has held it in 20 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Measured Wealth Private Client Group held 60,432 shares of SPDR Gold Trust worth $26M as of Q1 2026.
  • Measured Wealth Private Client Group sold 4,710 SPDR Gold Trust shares in Q1 2026, an estimated $2.11M.
  • SPDR Gold Trust made up 7.1% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #1 holding.
  • Measured Wealth Private Client Group first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 20 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.