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

Prosperity 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
2023
Q1 		– Sell
-5,200
Closed -$882K – 144
2022
Q4 		$882K Buy
+5,200
New +$838K 0.83% 31

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Prosperity Wealth Management's GLD Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q4 2025: 505 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #246 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in GLD as recently as Q4 2024.

Prosperity Wealth Management first reported a position in GLD in Q4 2022 and has held it in 8 quarters since. The position peaked at $814K in Q1 2024. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Prosperity Wealth Management held 505 shares of SPDR Gold Trust worth $200K as of Q4 2025.
  • SPDR Gold Trust was a new Prosperity Wealth Management position in Q4 2025.
  • SPDR Gold Trust made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #246 holding.
  • Prosperity Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 8 quarters since.
  • Prosperity Wealth Management's SPDR Gold Trust position peaked at $814K in Q1 2024.
  • 3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.