MilWealth Group’s SPDR Gold Trust GLD Stock Holding History

MilWealth 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	$196K	Hold	456	–	–	0.05%	26
2025 Q4	$181K	Hold	456	–	–	0.04%	27
2025 Q3	$162K	Hold	456	–	–	0.04%	30
2025 Q2	$139K	Hold	456	–	–	0.04%	30
2025 Q1	$131K	Hold	456	–	–	0.04%	30
2024 Q4	$110K	Hold	456	–	–	0.03%	41
2024 Q3	$111K	Hold	456	–	–	0.03%	30
2024 Q2	$98K	Hold	456	–	–	0.03%	30
2024 Q1	$93.8K	Hold	456	–	–	0.03%	31
2023 Q4	$87.2K	Sell	456 -3	-0.7%	-$550	0.03%	32
2023 Q3	$78.7K	Hold	459	–	–	0.03%	32
2023 Q2	$81.8K	Hold	459	–	–	0.03%	29
2023 Q1	$84.1K	Hold	459	–	–	0.03%	29
2022 Q4	$77.9K	Hold	459	–	–	0.03%	30
2022 Q3	$71K	Hold	459	–	–	0.03%	31
2022 Q2	$77.3K	Hold	459	–	–	0.03%	33
2022 Q1	$82.9K	Hold	459	–	–	0.03%	34
2021 Q4	$78.5K	Hold	459	–	–	0.03%	32
2021 Q3	$75.4K	Buy	+459	New	+$76.8K	0.03%	32

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MilWealth Group's GLD Position: Q1 2026 in Review

MilWealth Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 456 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #26.

MilWealth Group first reported a position in GLD in Q3 2021 and has held it in 19 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

MilWealth Group held 456 shares of SPDR Gold Trust worth $196K as of Q1 2026.
MilWealth Group left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.05% of MilWealth Group's portfolio in Q1 2026, its #26 holding.
MilWealth Group first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 19 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.