Redmont Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$180K	Hold	454	–	–	0.27%	55
2025 Q3	$161K	Hold	454	–	–	0.22%	67
2025 Q2	$138K	Hold	454	–	–	0.2%	69
2025 Q1	$131K	Buy	+454	New	+$120K	0.25%	63
2023 Q3	–	Sell	-2,751	Closed	-$490K	–	64
2023 Q2	$490K	Buy	2,751 +670	+32%	+$123K	0.84%	38
2023 Q1	$381K	Buy	+2,081	New	+$366K	0.77%	43

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Redmont Wealth Advisors's GLD Position: Q4 2025 in Review

Redmont Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 454 shares worth $180K. The position accounts for 0.27% of the portfolio, ranked #55.

Redmont Wealth Advisors first reported a position in GLD in Q1 2023 and has held it in 6 quarters since. The position peaked at $490K in Q2 2023. 3,079 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Redmont Wealth Advisors held 454 shares of SPDR Gold Trust worth $180K as of Q4 2025.
Redmont Wealth Advisors left its SPDR Gold Trust share count unchanged in Q4 2025.
SPDR Gold Trust made up 0.27% of Redmont Wealth Advisors's portfolio in Q4 2025, its #55 holding.
Redmont Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 6 quarters since.
Redmont Wealth Advisors's SPDR Gold Trust position peaked at $490K in Q2 2023.
3,079 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.