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QTR Family Wealth’s SPDR Gold Trust GLD Stock Holding History

QTR Family Wealth’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 		$218K Sell
490
-7
-1% -$3.13K 0.09% 259
2025
Q4 		$230K Sell
497
-166
-25% -$63.4K 0.1% 239
2025
Q3 		$236K Hold
663
– – 0.11% 208
2025
Q2 		$202K Sell
663
-146
-18% -$44.2K 0.13% 177
2025
Q1 		$233K Buy
+809
New +$214K 0.18% 141

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

QTR Family Wealth's GLD Position: Q1 2026 in Review

QTR Family Wealth reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q1 2026, selling an estimated $3.13K and leaving 490 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #259.

QTR Family Wealth first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $236K in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • QTR Family Wealth held 490 shares of SPDR Gold Trust worth $218K as of Q1 2026.
  • QTR Family Wealth sold 7 SPDR Gold Trust shares in Q1 2026, an estimated $3.13K.
  • SPDR Gold Trust made up 0.09% of QTR Family Wealth's portfolio in Q1 2026, its #259 holding.
  • QTR Family Wealth first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's SPDR Gold Trust position peaked at $236K in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.