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

Pines 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	$796K	Sell	1,851 -1,311	-41%	-$587K	0.26%	100
2025 Q4	$1.25M	Hold	3,162	–	–	0.4%	64
2025 Q3	$1.12M	Sell	3,162 -363	-10%	-$116K	0.38%	71
2025 Q2	$1.08M	Buy	3,525 +1,254	+55%	+$380K	0.38%	65
2025 Q1	$625K	Sell	2,271 -314	-12%	-$83K	0.29%	93
2024 Q4	$642K	Buy	+2,585	New	+$635K	0.28%	91

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

Pines Wealth Management's GLD Position: Q1 2026 in Review

Pines Wealth Management reduced its SPDR Gold Trust (GLD) stake by 41% in Q1 2026, selling an estimated $587K and leaving 1,851 shares worth $796K. The position accounts for 0.26% of the portfolio, ranked #100.

Pines Wealth Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Pines Wealth Management held 1,851 shares of SPDR Gold Trust worth $796K as of Q1 2026.
Pines Wealth Management sold 1,311 SPDR Gold Trust shares in Q1 2026, an estimated $587K.
SPDR Gold Trust made up 0.26% of Pines Wealth Management's portfolio in Q1 2026, its #100 holding.
Pines Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's SPDR Gold Trust position peaked at $1.25M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.