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GLD icon

NewEdge Wealth’s SPDR Gold Trust GLD Stock Holding History

NewEdge Wealth’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 		$10.6M Sell
24,687
-498
-2% -$223K 0.13% 120
2025
Q4 		$9.98M Buy
25,185
+1,091
+5% +$417K 0.11% 139
2025
Q3 		$8.83M Sell
24,094
-1,157
-5% -$369K 0.13% 132
2025
Q2 		$7.91M Buy
25,251
+2,369
+10% +$717K 0.12% 143
2025
Q1 		$6.59M Buy
22,882
+68
+0.3% +$18K 0.12% 146
2024
Q4 		$5.52M Sell
22,814
-351
-2% -$86.3K 0.1% 170
2024
Q3 		$5.63M Buy
23,165
+10,606
+84% +$2.43M 0.1% 175
2024
Q2 		$2.7M Buy
12,559
+529
+4% +$114K 0.06% 272
2024
Q1 		$2.56M Buy
12,030
+1,567
+15% +$301K 0.06% 284
2023
Q4 		$2M Sell
10,463
-626
-6% -$115K 0.05% 300
2023
Q3 		$1.9M Buy
11,089
+652
+6% +$117K 0.06% 266
2023
Q2 		$1.86M Buy
10,437
+307
+3% +$56.4K 0.06% 264
2023
Q1 		$1.86M Buy
10,130
+7,250
+252% +$1.28M 0.07% 230
2022
Q4 		$489K Sell
2,880
-850
-23% -$137K 0.02% 370
2022
Q3 		$577K Buy
+3,730
New +$600K 0.03% 333

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

NewEdge Wealth's GLD Position: Q1 2026 in Review

NewEdge Wealth reduced its SPDR Gold Trust (GLD) stake by 2% in Q1 2026, selling an estimated $223K and leaving 24,687 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #120.

NewEdge Wealth first reported a position in GLD in Q3 2022 and has held it in 15 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • NewEdge Wealth held 24,687 shares of SPDR Gold Trust worth $10.6M as of Q1 2026.
  • NewEdge Wealth sold 498 SPDR Gold Trust shares in Q1 2026, an estimated $223K.
  • SPDR Gold Trust made up 0.13% of NewEdge Wealth's portfolio in Q1 2026, its #120 holding.
  • NewEdge Wealth first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 15 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.