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Mosaic Family Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Mosaic Family Wealth Partners’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 		$3.95M Buy
9,175
+7,272
+382% +$3.26M 0.4% 39
2025
Q4 		$754K Buy
+1,903
New +$727K 0.08% 114
2025
Q3 		– Sell
-1,692
Closed -$539K – 241
2025
Q2 		$516K Sell
1,692
-503
-23% -$152K 0.07% 132
2025
Q1 		$633K Buy
2,195
+565
+35% +$149K 0.09% 113
2024
Q4 		$395K Buy
1,630
+58
+4% +$14.3K 0.06% 143
2024
Q3 		$382K Sell
1,572
-57
-3% -$13.1K 0.06% 140
2024
Q2 		$350K Sell
1,629
-372
-19% -$80.5K 0.06% 139
2024
Q1 		$412K Buy
2,001
+303
+18% +$58.2K 0.07% 132
2023
Q4 		$325K Sell
1,698
-23
-1% -$4.21K 0.06% 137
2023
Q3 		$295K Hold
1,721
– – 0.06% 143
2023
Q2 		$307K Sell
1,721
-14
-0.8% -$2.57K 0.06% 138
2023
Q1 		$318K Buy
1,735
+14
+0.8% +$2.46K 0.07% 136
2022
Q4 		$292K Buy
+1,721
New +$277K 0.08% 142

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

Mosaic Family Wealth Partners's GLD Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its SPDR Gold Trust (GLD) stake by 382% in Q1 2026, buying an estimated $3.26M and bringing the position to 9,175 shares worth $3.95M. The position accounts for 0.4% of the portfolio, ranked #39.

Mosaic Family Wealth Partners first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Mosaic Family Wealth Partners held 9,175 shares of SPDR Gold Trust worth $3.95M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 7,272 SPDR Gold Trust shares in Q1 2026, an estimated $3.26M.
  • SPDR Gold Trust made up 0.4% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • Mosaic Family Wealth Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.