PWP
GLD icon

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

Principle 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 		$2.32M Buy
5,400
+959
+22% +$429K 0.13% 117
2025
Q4 		$1.76M Buy
4,441
+61
+1% +$23.3K 0.1% 135
2025
Q3 		$1.56M Buy
4,380
+1,660
+61% +$529K 0.09% 134
2025
Q2 		$829K Buy
2,720
+103
+4% +$31.2K 0.05% 175
2025
Q1 		$754K Sell
2,617
-81
-3% -$21.4K 0.05% 182
2024
Q4 		$653K Buy
2,698
+3
+0.1% +$737 0.05% 197
2024
Q3 		$655K Sell
2,695
-45
-2% -$10.3K 0.05% 198
2024
Q2 		$589K Sell
2,740
-690
-20% -$149K 0.04% 199
2024
Q1 		$706K Sell
3,430
-369
-10% -$70.8K 0.06% 185
2023
Q4 		$726K Hold
3,799
– – 0.06% 178
2023
Q3 		$651K Sell
3,799
-112
-3% -$20K 0.07% 177
2023
Q2 		$697K Buy
3,911
+47
+1% +$8.64K 0.07% 170
2023
Q1 		$708K Sell
3,864
-196
-5% -$34.5K 0.08% 161
2022
Q4 		$689K Sell
4,060
-29
-0.7% -$4.67K 0.08% 163
2022
Q3 		$632 Sell
4,089
-782
-16% -$126K 0.06% 162
2022
Q2 		$821K Hold
4,871
– – 0.1% 151
2022
Q1 		$880K Sell
4,871
-281
-5% -$49.3K 0.09% 151
2021
Q4 		$881K Sell
5,152
-7,804
-60% -$1.31M 0.09% 147
2021
Q3 		$2.13M Sell
12,956
-1,118
-8% -$187K 0.25% 85
2021
Q2 		$2.33M Sell
14,074
-413
-3% -$70.2K 0.26% 79
2021
Q1 		$2.32M Buy
14,487
+1,225
+9% +$206K 0.27% 77
2020
Q4 		$2.37M Buy
13,262
+11,463
+637% +$2.02M 0.31% 67
2020
Q3 		$319K Buy
1,799
+1,442
+404% +$259K 0.09% 116
2020
Q2 		$60K Buy
+357
New +$57.6K 0.02% 259

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

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

Principle Wealth Partners increased its SPDR Gold Trust (GLD) stake by 22% in Q1 2026, buying an estimated $429K and bringing the position to 5,400 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #117.

Principle Wealth Partners first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.37M in Q4 2020. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Principle Wealth Partners held 5,400 shares of SPDR Gold Trust worth $2.32M as of Q1 2026.
  • Principle Wealth Partners bought 959 SPDR Gold Trust shares in Q1 2026, an estimated $429K.
  • SPDR Gold Trust made up 0.13% of Principle Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Principle Wealth Partners first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's SPDR Gold Trust position peaked at $2.37M in Q4 2020.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.