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

Perfromance 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	$262K	Buy	+609	New	+$273K	0.01%	177
2024 Q2	–	Sell	-1,517	Closed	-$312K	–	171
2024 Q1	$312K	Hold	1,517	–	–	0.01%	125
2023 Q4	$290K	Hold	1,517	–	–	0.01%	134
2023 Q3	$260K	Hold	1,517	–	–	0.01%	143
2023 Q2	$270K	Sell	1,517 -805	-35%	-$148K	0.01%	151
2023 Q1	$425K	Buy	+2,322	New	+$409K	0.02%	120

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

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

Perfromance Wealth Partners opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 609 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in GLD as recently as Q1 2024.

Perfromance Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 6 quarters since. The position peaked at $425K in Q1 2023. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Perfromance Wealth Partners held 609 shares of SPDR Gold Trust worth $262K as of Q1 2026.
SPDR Gold Trust was a new Perfromance Wealth Partners position in Q1 2026.
SPDR Gold Trust made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #177 holding.
Perfromance Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 6 quarters since.
Perfromance Wealth Partners's SPDR Gold Trust position peaked at $425K in Q1 2023.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.