QWM
GLD icon

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

QP 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 		$631K Sell
1,466
-1,504
-51% -$674K 1.08% 29
2025
Q4 		$1.18M Buy
+2,970
New +$1.13M 1.04% 26
2023
Q3 		$855K Sell
4,985
-230
-4% -$41.1K 1.49% 24
2023
Q2 		$930K Sell
5,215
-730
-12% -$134K 1.47% 23
2023
Q1 		$1.09M Sell
5,945
-1,310
-18% -$231K 1.78% 22
2022
Q4 		$1.23M Sell
7,255
-3,835
-35% -$618K 1.92% 18
2022
Q3 		$1.72M Sell
11,090
-505
-4% -$81.2K 2.47% 15
2022
Q2 		$1.95M Buy
11,595
+30
+0.3% +$5.24K 2.68% 13
2022
Q1 		$2.09M Sell
11,565
-200
-2% -$35.1K 2.33% 14
2021
Q4 		$2.01M Sell
11,765
-34
-0.3% -$5.71K 2.13% 15
2021
Q3 		$1.94M Sell
11,799
-200
-2% -$33.5K 2.08% 18
2021
Q2 		$1.99M Buy
11,999
+184
+2% +$31.3K 2.03% 18
2021
Q1 		$1.89M Buy
11,815
+5
+0% +$840 2.06% 18
2020
Q4 		$2.11M Buy
11,810
+188
+2% +$33.1K 2.32% 15
2020
Q3 		$2.06M Buy
11,622
+893
+8% +$160K 2.63% 14
2020
Q2 		$1.8M Buy
10,729
+1,320
+14% +$213K 2.48% 15
2020
Q1 		$1.54M Buy
9,409
+100
+1% +$14.9K 2.23% 18
2019
Q4 		$1.38M Buy
+9,309
New +$1.3M 1.68% 19

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

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

QP Wealth Management reduced its SPDR Gold Trust (GLD) stake by 51% in Q1 2026, selling an estimated $674K and leaving 1,466 shares worth $631K. The position accounts for 1.08% of the portfolio, ranked #29.

QP Wealth Management first reported a position in GLD in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.11M in Q4 2020. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • QP Wealth Management held 1,466 shares of SPDR Gold Trust worth $631K as of Q1 2026.
  • QP Wealth Management sold 1,504 SPDR Gold Trust shares in Q1 2026, an estimated $674K.
  • SPDR Gold Trust made up 1.08% of QP Wealth Management's portfolio in Q1 2026, its #29 holding.
  • QP Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 18 quarters since.
  • QP Wealth Management's SPDR Gold Trust position peaked at $2.11M in Q4 2020.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.