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

Modern 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	$7.29M	Sell	16,644 -893	-5%	-$400K	0.12%	165
2025 Q4	$6.95M	Buy	17,537 +92	+0.5%	+$35.1K	0.13%	162
2025 Q3	$6.2M	Buy	17,445 +343	+2%	+$109K	0.12%	168
2025 Q2	$5.21M	Buy	17,102 +6,888	+67%	+$2.09M	0.13%	160
2025 Q1	$2.94M	Buy	10,214 +1,404	+16%	+$371K	0.09%	176
2024 Q4	$2.13M	Buy	8,810 +2,197	+33%	+$540K	0.08%	174
2024 Q3	$1.61M	Buy	6,613 +823	+14%	+$188K	0.1%	132
2024 Q2	$1.24M	Buy	5,790 +321	+6%	+$69.4K	0.09%	127
2024 Q1	$1.13M	Buy	5,469 +1,541	+39%	+$296K	0.1%	107
2023 Q4	$751K	Buy	+3,928	New	+$720K	0.09%	73

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

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

Modern Wealth Management reduced its SPDR Gold Trust (GLD) stake by 5.1% in Q1 2026, selling an estimated $400K and leaving 16,644 shares worth $7.29M. The position accounts for 0.12% of the portfolio, ranked #165.

Modern Wealth Management first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Modern Wealth Management held 16,644 shares of SPDR Gold Trust worth $7.29M as of Q1 2026.
Modern Wealth Management sold 893 SPDR Gold Trust shares in Q1 2026, an estimated $400K.
SPDR Gold Trust made up 0.12% of Modern Wealth Management's portfolio in Q1 2026, its #165 holding.
Modern Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.