Private Wealth Asset Management’s SPDR Gold Trust GLD Stock Holding History

Private Wealth Asset 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	$2.22M	Sell	5,160 -688	-12%	-$308K	0.24%	70
2025 Q4	$2.32M	Sell	5,848 -4	-0.1%	-$1.53K	0.25%	64
2025 Q3	$2.08M	Sell	5,852 -746	-11%	-$238K	0.25%	65
2025 Q2	$2.01M	Sell	6,598 -63	-0.9%	-$19.1K	0.27%	64
2025 Q1	$1.92M	Buy	+6,661	New	+$1.76M	0.28%	62

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

Private Wealth Asset Management's GLD Position: Q1 2026 in Review

Private Wealth Asset Management reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $308K and leaving 5,160 shares worth $2.22M. The position accounts for 0.24% of the portfolio, ranked #70.

Private Wealth Asset Management first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Private Wealth Asset Management held 5,160 shares of SPDR Gold Trust worth $2.22M as of Q1 2026.
Private Wealth Asset Management sold 688 SPDR Gold Trust shares in Q1 2026, an estimated $308K.
SPDR Gold Trust made up 0.24% of Private Wealth Asset Management's portfolio in Q1 2026, its #70 holding.
Private Wealth Asset Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's SPDR Gold Trust position peaked at $2.32M in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.