Mowery & Schoenfeld Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Mowery & Schoenfeld 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	$118K	Hold	275	–	–	0.18%	83
2025 Q4	$109K	Hold	275	–	–	0.16%	87
2025 Q3	$97.8K	Sell	275 -30	-10%	-$9.56K	0.17%	86
2025 Q2	$93K	Hold	305	–	–	0.14%	83
2025 Q1	$87.9K	Sell	305 -3,646	-92%	-$964K	0.17%	88
2024 Q4	$957K	Buy	3,951 +3,874	+5,031%	+$952K	1.86%	10
2024 Q3	$18.7K	Buy	77 +19	+33%	+$4.35K	0.03%	153
2024 Q2	$12.5K	Buy	+58	New	+$12.5K	0.02%	164

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

Mowery & Schoenfeld Wealth Management's GLD Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 275 shares worth $118K. The position accounts for 0.18% of the portfolio, ranked #83.

Mowery & Schoenfeld Wealth Management first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $957K in Q4 2024. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 275 shares of SPDR Gold Trust worth $118K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.18% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #83 holding.
Mowery & Schoenfeld Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
Mowery & Schoenfeld Wealth Management's SPDR Gold Trust position peaked at $957K in Q4 2024.
3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.