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

MGB 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
2025
Q4 		$5.54M Buy
13,973
+490
+4% +$187K 1.59% 9
2025
Q3 		$4.79M Sell
13,483
-150
-1% -$47.8K 1.35% 9
2025
Q2 		$4.15M Buy
13,633
+3,423
+34% +$1.04M 1.37% 9
2025
Q1 		$2.94M Buy
10,210
+782
+8% +$207K 1.06% 17
2024
Q4 		$2.28M Buy
9,428
+2,618
+38% +$643K 0.71% 27
2024
Q3 		$1.66M Sell
6,810
-72
-1% -$16.5K 0.6% 38
2024
Q2 		$1.54M Buy
6,882
+1,675
+32% +$362K 0.57% 42
2024
Q1 		$1.07M Buy
5,207
+1,103
+27% +$212K 0.43% 60
2023
Q4 		$785K Buy
+4,104
New +$752K 0.39% 71

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MGB Wealth Management's GLD Position: Q4 2025 in Review

MGB Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.6% in Q4 2025, buying an estimated $187K and bringing the position to 13,973 shares worth $5.54M. The position accounts for 1.59% of the portfolio, ranked #9.

MGB Wealth Management first reported a position in GLD in Q4 2023 and has held it in 9 quarters since. 3,075 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • MGB Wealth Management held 13,973 shares of SPDR Gold Trust worth $5.54M as of Q4 2025.
  • MGB Wealth Management bought 490 SPDR Gold Trust shares in Q4 2025, an estimated $187K.
  • SPDR Gold Trust made up 1.59% of MGB Wealth Management's portfolio in Q4 2025, its #9 holding.
  • MGB Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 9 quarters since.
  • 3,075 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.