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

Provident 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
2026 Q1	$597K	Sell	1,388 -232	-14%	-$104K	0.18%	39
2025 Q4	$642K	Sell	1,620 -310	-16%	-$118K	0.19%	39
2025 Q3	$686K	Hold	1,930	–	–	0.21%	38
2025 Q2	$588K	Sell	1,930 -5	-0.3%	-$1.51K	0.19%	37
2025 Q1	$558K	Sell	1,935 -174	-8%	-$46K	0.19%	39
2024 Q4	$511K	Sell	2,109 -618	-23%	-$152K	0.17%	45
2024 Q3	$663K	Sell	2,727 -427	-14%	-$97.8K	0.23%	41
2024 Q2	$678K	Buy	+3,154	New	+$682K	0.25%	42

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

Provident Wealth Management's GLD Position: Q1 2026 in Review

Provident Wealth Management reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $104K and leaving 1,388 shares worth $597K. The position accounts for 0.18% of the portfolio, ranked #39.

Provident Wealth Management first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $686K in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Provident Wealth Management held 1,388 shares of SPDR Gold Trust worth $597K as of Q1 2026.
Provident Wealth Management sold 232 SPDR Gold Trust shares in Q1 2026, an estimated $104K.
SPDR Gold Trust made up 0.18% of Provident Wealth Management's portfolio in Q1 2026, its #39 holding.
Provident Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
Provident Wealth Management's SPDR Gold Trust position peaked at $686K in Q3 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.