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MGO Private Wealth’s SPDR Gold Trust GLD Stock Holding History

MGO Private 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
2026
Q1 		– Sell
-2,326
Closed -$922K – 35
2025
Q4 		$922K Sell
2,326
-838
-26% -$320K 0.57% 33
2025
Q3 		$1.12M Buy
3,164
+28
+0.9% +$8.92K 0.67% 32
2025
Q2 		$956K Buy
3,136
+62
+2% +$18.8K 0.61% 34
2025
Q1 		$886K Buy
3,074
+196
+7% +$51.8K 0.62% 33
2024
Q4 		$697K Buy
2,878
+53
+2% +$13K 0.5% 37
2024
Q3 		$687K Buy
+2,825
New +$647K 0.49% 35
2023
Q2 		– Sell
-1,503
Closed -$275K – 71
2023
Q1 		$275K Sell
1,503
-4,635
-76% -$816K 0.22% 58
2022
Q4 		$1.04M Sell
6,138
-1,071
-15% -$173K 0.48% 48
2022
Q3 		$1.11M Buy
+7,209
New +$1.16M 0.53% 36

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

MGO Private Wealth's GLD Position: Q1 2026 in Review

MGO Private Wealth sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 2,326 shares — an estimated $922K sold.

MGO Private Wealth first reported a position in GLD in Q3 2022 and held it in 9 quarters. The position peaked at $1.12M in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • MGO Private Wealth reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 2,326 SPDR Gold Trust shares in Q1 2026, an estimated $922K.
  • MGO Private Wealth first reported a position in SPDR Gold Trust in Q3 2022 and held it in 9 quarters.
  • MGO Private Wealth's SPDR Gold Trust position peaked at $1.12M in Q3 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.