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

Private 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	$4.09M	Sell	9,516 -100	-1%	-$44.8K	0.32%	46
2025 Q4	$3.81M	Sell	9,616 -40	-0.4%	-$15.3K	0.27%	51
2025 Q3	$3.43M	Hold	9,656	–	–	0.24%	57
2025 Q2	$2.94M	Sell	9,656 -400	-4%	-$121K	0.23%	60
2025 Q1	$2.9M	Hold	10,056	–	–	0.24%	58
2024 Q4	$2.43M	Sell	10,056 -400	-4%	-$98.3K	0.19%	62
2024 Q3	$2.54M	Hold	10,456	–	–	0.2%	59
2024 Q2	$2.25M	Hold	10,456	–	–	0.17%	59
2024 Q1	$2.15M	Sell	10,456 -618	-6%	-$119K	0.17%	59
2023 Q4	$2.12M	Hold	11,074	–	–	0.18%	56
2023 Q3	$1.9M	Hold	11,074	–	–	0.18%	54
2023 Q2	$1.97M	Buy	11,074 +1,460	+15%	+$268K	0.18%	54
2023 Q1	$1.76M	Buy	+9,614	New	+$1.69M	0.18%	57

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 Partners's GLD Position: Q1 2026 in Review

Private Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 1% in Q1 2026, selling an estimated $44.8K and leaving 9,516 shares worth $4.09M. The position accounts for 0.32% of the portfolio, ranked #46.

Private Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Private Wealth Partners held 9,516 shares of SPDR Gold Trust worth $4.09M as of Q1 2026.
Private Wealth Partners sold 100 SPDR Gold Trust shares in Q1 2026, an estimated $44.8K.
SPDR Gold Trust made up 0.32% of Private Wealth Partners's portfolio in Q1 2026, its #46 holding.
Private Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.