PPS&V Asset Management Consultants’s SPDR Gold Trust GLD Stock Holding History

PPS&V Asset Management Consultants’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	–	Sell	-895	Closed	-$355K	–	42
2025 Q4	$355K	Hold	895	–	–	0.21%	29
2025 Q3	$318K	Hold	895	–	–	0.18%	32
2025 Q2	$273K	Hold	895	–	–	0.17%	35
2025 Q1	$258K	Hold	895	–	–	0.19%	34
2024 Q4	$217K	Hold	895	–	–	0.15%	38
2024 Q3	$218K	Buy	+895	New	+$205K	0.15%	38

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

PPS&V Asset Management Consultants's GLD Position: Q1 2026 in Review

PPS&V Asset Management Consultants sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 895 shares — an estimated $355K sold.

PPS&V Asset Management Consultants first reported a position in GLD in Q3 2024 and held it in 6 quarters. The position peaked at $355K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

PPS&V Asset Management Consultants reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
PPS&V Asset Management Consultants sold 895 SPDR Gold Trust shares in Q1 2026, an estimated $355K.
PPS&V Asset Management Consultants first reported a position in SPDR Gold Trust in Q3 2024 and held it in 6 quarters.
PPS&V Asset Management Consultants's SPDR Gold Trust position peaked at $355K in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.