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REDW Wealth’s SPDR Gold Trust GLD Stock Holding History

REDW 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 		$343K Buy
798
+101
+14% +$45.2K 0.14% 78
2025
Q4 		$276K Sell
697
-170
-20% -$64.9K 0.11% 89
2025
Q3 		$308K Buy
867
+91
+12% +$29K 0.12% 87
2025
Q2 		$237K Buy
776
+81
+12% +$24.5K 0.09% 97
2025
Q1 		$200K Buy
+695
New +$184K 0.07% 101
2024
Q4 		– Sell
-873
Closed -$212K – 125
2024
Q3 		$212K Sell
873
-61
-7% -$14K 0.05% 157
2024
Q2 		$201K Sell
934
-148
-14% -$32K 0.05% 155
2024
Q1 		$223K Buy
+1,082
New +$208K 0.06% 150

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

REDW Wealth's GLD Position: Q1 2026 in Review

REDW Wealth increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, buying an estimated $45.2K and bringing the position to 798 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #78.

REDW Wealth first reported a position in GLD in Q1 2024 and has held it in 8 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • REDW Wealth held 798 shares of SPDR Gold Trust worth $343K as of Q1 2026.
  • REDW Wealth bought 101 SPDR Gold Trust shares in Q1 2026, an estimated $45.2K.
  • SPDR Gold Trust made up 0.14% of REDW Wealth's portfolio in Q1 2026, its #78 holding.
  • REDW Wealth first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 8 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.