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Obermeyer Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Obermeyer 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 		$5.16M Buy
11,982
+333
+3% +$149K 0.24% 46
2025
Q4 		$4.62M Sell
11,649
-424
-4% -$162K 0.21% 52
2025
Q3 		$4.29M Sell
12,073
-1,085
-8% -$346K 0.2% 52
2025
Q2 		$4.01M Buy
13,158
+1,526
+13% +$462K 0.2% 51
2025
Q1 		$3.35M Sell
11,632
-50
-0.4% -$13.2K 0.18% 52
2024
Q4 		$2.83M Sell
11,682
-2,115
-15% -$520K 0.15% 58
2024
Q3 		$3.35M Buy
13,797
+2,152
+18% +$493K 0.18% 53
2024
Q2 		$2.5M Buy
11,645
+490
+4% +$106K 0.14% 59
2024
Q1 		$2.29M Buy
11,155
+335
+3% +$64.3K 0.14% 61
2023
Q4 		$2.07M Buy
10,820
+948
+10% +$174K 0.14% 48
2023
Q3 		$1.69M Sell
9,872
-879
-8% -$157K 0.13% 50
2023
Q2 		$1.92M Buy
10,751
+1,600
+17% +$294K 0.14% 51
2023
Q1 		$1.8M Buy
9,151
+59
+0.6% +$10.4K 0.13% 53
2022
Q4 		$1.54M Buy
9,092
+850
+10% +$137K 0.12% 60
2022
Q3 		$1.27M Buy
8,242
+474
+6% +$76.2K 0.1% 62
2022
Q2 		$1.31M Sell
7,768
-17
-0.2% -$2.97K 0.1% 61
2022
Q1 		$1.41M Buy
7,785
+1,299
+20% +$228K 0.08% 67
2021
Q4 		$1.11M Buy
6,486
+2,068
+47% +$347K 0.06% 70
2021
Q3 		$726K Buy
4,418
+752
+21% +$126K 0.04% 95
2021
Q2 		$607K Buy
3,666
+643
+21% +$109K 0.03% 112
2021
Q1 		$484K Buy
3,023
+419
+16% +$70.4K 0.03% 131
2020
Q4 		$464K Buy
2,604
+141
+6% +$24.8K 0.03% 95
2020
Q3 		$436K Buy
2,463
+294
+14% +$52.8K 0.03% 91
2020
Q2 		$363K Buy
2,169
+698
+47% +$113K 0.03% 95
2020
Q1 		$218K Buy
1,471
+10
+0.7% +$1.49K 0.02% 110
2019
Q4 		$209K Buy
+1,461
New +$204K 0.02% 124
2016
Q2 		– Sell
-3,125
Closed -$368K – 130
2016
Q1 		$368K Buy
3,125
+565
+22% +$64K 0.03% 87
2015
Q4 		$260K Sell
2,560
-325
-11% -$34.4K 0.02% 103
2015
Q3 		$308K Sell
2,885
-2,277
-44% -$245K 0.03% 94
2015
Q2 		$580K Sell
5,162
-181,010
-97% -$20.7M 0.05% 74
2015
Q1 		$21.2M Buy
186,172
+1,845
+1% +$216K 1.73% 21
2014
Q4 		$20.9M Buy
184,327
+2,114
+1% +$244K 1.89% 16
2014
Q3 		$21.2M Sell
182,213
-755
-0.4% -$93.1K 5.2% 5
2014
Q2 		$23.4M Buy
182,968
+2,640
+1% +$328K 5.7% 4
2014
Q1 		$22.3M Sell
180,328
-4,454
-2% -$555K 5.57% 4
2013
Q4 		$21.5M Buy
184,782
+16,942
+10% +$2.08M 5.48% 3
2013
Q3 		$21.5M Buy
167,840
+7,394
+5% +$949K 6.04% 3
2013
Q2 		$19.1M Buy
+160,446
New +$22M 5.3% 4

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

Obermeyer Wealth Partners's GLD Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its SPDR Gold Trust (GLD) stake by 2.9% in Q1 2026, buying an estimated $149K and bringing the position to 11,982 shares worth $5.16M. The position accounts for 0.24% of the portfolio, ranked #46.

Obermeyer Wealth Partners first reported a position in GLD in Q2 2013 and has held it in 38 quarters since. The position peaked at $23.4M in Q2 2014. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Obermeyer Wealth Partners held 11,982 shares of SPDR Gold Trust worth $5.16M as of Q1 2026.
  • Obermeyer Wealth Partners bought 333 SPDR Gold Trust shares in Q1 2026, an estimated $149K.
  • SPDR Gold Trust made up 0.24% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Obermeyer Wealth Partners first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 38 quarters since.
  • Obermeyer Wealth Partners's SPDR Gold Trust position peaked at $23.4M in Q2 2014.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.