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

Modera 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
2026 Q1	$7.16M	Sell	16,649 -709	-4%	-$318K	0.09%	150
2025 Q4	$6.88M	Sell	17,358 -268	-2%	-$102K	0.08%	161
2025 Q3	$6.27M	Buy	17,626 +223	+1%	+$71.1K	0.07%	168
2025 Q2	$5.3M	Sell	17,403 -1,794	-9%	-$543K	0.07%	175
2025 Q1	$5.53M	Buy	19,197 +1,229	+7%	+$325K	0.07%	164
2024 Q4	$4.35M	Buy	17,968 +2,498	+16%	+$614K	0.05%	189
2024 Q3	$3.76M	Buy	15,470 +1,190	+8%	+$273K	0.05%	186
2024 Q2	$3.07M	Sell	14,280 -635	-4%	-$137K	0.05%	194
2024 Q1	$3.07M	Buy	14,915 +782	+6%	+$150K	0.05%	194
2023 Q4	$2.7M	Buy	14,133 +75	+0.5%	+$13.7K	0.04%	202
2023 Q3	$2.41M	Sell	14,058 -1,038	-7%	-$186K	0.05%	197
2023 Q2	$2.69M	Buy	15,096 +8,514	+129%	+$1.56M	0.05%	198
2023 Q1	$1.21M	Buy	6,582 +105	+2%	+$18.5K	0.05%	139
2022 Q4	$1.1M	Buy	6,477 +866	+15%	+$139K	0.04%	143
2022 Q3	$868K	Hold	5,611	–	–	0.04%	146
2022 Q2	$945K	Sell	5,611 -15	-0.3%	-$2.62K	0.05%	147
2022 Q1	$1.02M	Sell	5,626 -119	-2%	-$20.9K	0.05%	152
2021 Q4	$983K	Buy	5,745 +15	+0.3%	+$2.52K	0.04%	176
2021 Q3	$941K	Sell	5,730 -299	-5%	-$50.1K	0.05%	112
2021 Q2	$999K	Buy	6,029 +434	+8%	+$73.7K	0.05%	104
2021 Q1	$895K	Hold	5,595	–	–	0.06%	104
2020 Q4	$998K	Buy	5,595 +54	+1%	+$9.51K	0.08%	93
2020 Q3	$981K	Hold	5,541	–	–	0.15%	58
2020 Q2	$927K	Sell	5,541 -144	-3%	-$23.2K	0.15%	58
2020 Q1	$842K	Sell	5,685 -821	-13%	-$122K	0.18%	58
2019 Q4	$930K	Buy	6,506 +342	+6%	+$47.8K	0.15%	52
2019 Q3	$856K	Sell	6,164 -56	-0.9%	-$7.79K	0.14%	54
2019 Q2	$829K	Sell	6,220 -260	-4%	-$32.1K	0.15%	54
2019 Q1	$791K	Hold	6,480	–	–	0.15%	55
2018 Q4	$786K	Buy	6,480 +1,642	+34%	+$191K	0.15%	54
2018 Q3	$546K	Sell	4,838 -918	-16%	-$105K	0.11%	69
2018 Q2	$683K	Sell	5,756 -299	-5%	-$37K	0.14%	59
2018 Q1	$762K	Buy	6,055 +800	+15%	+$101K	0.16%	53
2017 Q4	$650K	Buy	5,255 +410	+8%	+$49.7K	0.14%	61
2017 Q3	$589K	Sell	4,845 -117	-2%	-$14.2K	0.13%	60
2017 Q2	$586K	Sell	4,962 -275	-5%	-$32.9K	0.14%	57
2017 Q1	$622K	Sell	5,237 -2,016	-28%	-$234K	0.16%	56
2016 Q4	$795K	Sell	7,253 -416	-5%	-$48.3K	0.27%	42
2016 Q3	$964K	Buy	7,669 +1,041	+16%	+$133K	0.32%	37
2016 Q2	$838K	Sell	6,628 -4,121	-38%	-$496K	0.29%	37
2016 Q1	$1.26M	Buy	10,749 +7,058	+191%	+$800K	0.44%	23
2015 Q4	$374K	Buy	3,691 +74	+2%	+$7.82K	0.15%	50
2015 Q3	$387K	Sell	3,617 -53	-1%	-$5.71K	0.16%	46
2015 Q2	$412K	Hold	3,670	–	–	0.16%	48
2015 Q1	$417K	Buy	3,670 +18	+0.5%	+$2.1K	0.16%	48
2014 Q4	$415K	Sell	3,652 -278	-7%	-$32.1K	0.16%	50
2014 Q3	$457K	Sell	3,930 -312	-7%	-$38.5K	0.19%	44
2014 Q2	$543K	Sell	4,242 -1,018	-19%	-$126K	0.25%	31
2014 Q1	$650K	Sell	5,260 -1,300	-20%	-$162K	0.26%	30
2013 Q4	$762K	Sell	6,560 -3,735	-36%	-$459K	0.29%	35
2013 Q3	$1.32M	Sell	10,295 -3,580	-26%	-$460K	0.63%	17
2013 Q2	$1.65M	Buy	+13,875	New	+$1.9M	0.85%	16

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

Modera Wealth Management's GLD Position: Q1 2026 in Review

Modera Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.1% in Q1 2026, selling an estimated $318K and leaving 16,649 shares worth $7.16M. The position accounts for 0.09% of the portfolio, ranked #150.

Modera Wealth Management first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Modera Wealth Management held 16,649 shares of SPDR Gold Trust worth $7.16M as of Q1 2026.
Modera Wealth Management sold 709 SPDR Gold Trust shares in Q1 2026, an estimated $318K.
SPDR Gold Trust made up 0.09% of Modera Wealth Management's portfolio in Q1 2026, its #150 holding.
Modera Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.