RWM
GLD icon

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

Refined 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 		$7.35M Buy
17,074
+527
+3% +$236K 4.64% 9
2025
Q4 		$6.56M Buy
16,547
+238
+1% +$90.9K 4.41% 9
2025
Q3 		$5.8M Sell
16,309
-480
-3% -$153K 3.73% 10
2025
Q2 		$5.12M Buy
16,789
+2
+0% +$606 3.52% 10
2025
Q1 		$4.84M Sell
16,787
-8,342
-33% -$2.21M 3.96% 12
2024
Q4 		$6.08M Buy
25,129
+853
+4% +$210K 4.63% 10
2024
Q3 		$5.9M Buy
24,276
+184
+0.8% +$42.1K 4.55% 8
2024
Q2 		$5.18M Sell
24,092
-593
-2% -$128K 3.99% 9
2024
Q1 		$5.08M Sell
24,685
-9,610
-28% -$1.84M 3.58% 10
2023
Q4 		$6.56M Buy
34,295
+122
+0.4% +$22.4K 5.11% 9
2023
Q3 		$5.86M Buy
34,173
+153
+0.4% +$27.4K 5.26% 8
2023
Q2 		$6.06M Sell
34,020
-82
-0.2% -$15.1K 5% 9
2023
Q1 		$6.25M Buy
34,102
+380
+1% +$66.9K 5.52% 8
2022
Q4 		$5.72M Buy
33,722
+1,659
+5% +$267K 5.01% 9
2022
Q3 		$4.96M Buy
32,063
+363
+1% +$58.4K 4.47% 10
2022
Q2 		$5.34M Sell
31,700
-1,454
-4% -$254K 4.78% 9
2022
Q1 		$5.99M Sell
33,154
-2,622
-7% -$460K 5.06% 9
2021
Q4 		$6.12M Buy
35,776
+783
+2% +$131K 4.74% 7
2021
Q3 		$5.75M Buy
34,993
+1,057
+3% +$177K 4.65% 7
2021
Q2 		$5.62M Buy
+33,936
New +$5.77M 4.72% 7

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

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

Refined Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.2% in Q1 2026, buying an estimated $236K and bringing the position to 17,074 shares worth $7.35M. The position accounts for 4.64% of the portfolio, ranked #9.

Refined Wealth Management first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Refined Wealth Management held 17,074 shares of SPDR Gold Trust worth $7.35M as of Q1 2026.
  • Refined Wealth Management bought 527 SPDR Gold Trust shares in Q1 2026, an estimated $236K.
  • SPDR Gold Trust made up 4.64% of Refined Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Refined Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.