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

Mittelman 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 		– Sell
-728
Closed -$259K – 44
2025
Q3 		$259K Sell
728
-85
-10% -$27.1K 0.17% 40
2025
Q2 		$248K Sell
813
-207
-20% -$62.7K 0.21% 35
2025
Q1 		$294K Sell
1,020
-404
-28% -$107K 0.27% 29
2024
Q4 		$345K Sell
1,424
-44
-3% -$10.8K 0.32% 27
2024
Q3 		$357K Hold
1,468
– – 0.2% 24
2024
Q2 		$316K Buy
+1,468
New +$318K 0.2% 61

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

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

Mittelman Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 728 shares — an estimated $259K sold.

Mittelman Wealth Management first reported a position in GLD in Q2 2024 and held it in 6 quarters. The position peaked at $357K in Q3 2024. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Mittelman Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Mittelman Wealth Management sold 728 SPDR Gold Trust shares in Q4 2025, an estimated $259K.
  • Mittelman Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and held it in 6 quarters.
  • Mittelman Wealth Management's SPDR Gold Trust position peaked at $357K in Q3 2024.
  • 3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

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