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

Momentous 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 		– Sell
-791
Closed -$313K – 46
2025
Q4 		$313K Buy
+791
New +$302K 0.18% 31
2025
Q3 		– Sell
-832
Closed -$254K – 44
2025
Q2 		$254K Hold
832
– – 0.16% 35
2025
Q1 		$240K Buy
+832
New +$220K 0.17% 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

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

Momentous Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 791 shares — an estimated $313K sold.

Momentous Wealth Management first reported a position in GLD in Q1 2025 and held it in 3 quarters. The position peaked at $313K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Momentous Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Momentous Wealth Management sold 791 SPDR Gold Trust shares in Q1 2026, an estimated $313K.
  • Momentous Wealth Management first reported a position in SPDR Gold Trust in Q1 2025 and held it in 3 quarters.
  • Momentous Wealth Management's SPDR Gold Trust position peaked at $313K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.