Mosley Wealth Management
GLD icon

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

Mosley 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
Q3 		$139K Buy
362
+227
+168% +$88.8K 0.04% 186
2026
Q2 		$49.7K Sell
135
-65
-33% -$26.9K 0.02% 252
2026
Q1 		$71.1K Buy
+200
New +$89.6K 0.03% 188
2024
Q1 		– Sell
-1,172
Closed -$224K – 99
2023
Q4 		$224K Buy
+1,172
New +$215K 0.22% 86

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Mosley Wealth Management's GLD Position: Q3 2026 in Review

Mosley Wealth Management increased its SPDR Gold Trust (GLD) stake by 168% in Q3 2026, buying an estimated $88.8K and bringing the position to 362 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #186.

Mosley Wealth Management first reported a position in GLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $224K in Q4 2023. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Mosley Wealth Management held 362 shares of SPDR Gold Trust worth $139K as of Q3 2026.
  • Mosley Wealth Management bought 227 SPDR Gold Trust shares in Q3 2026, an estimated $88.8K.
  • SPDR Gold Trust made up 0.04% of Mosley Wealth Management's portfolio in Q3 2026, its #186 holding.
  • Mosley Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 4 quarters since.
  • Mosley Wealth Management's SPDR Gold Trust position peaked at $224K in Q4 2023.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.