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Robertson Stephens Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Robertson Stephens 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 		$29.8M Buy
69,304
+3,072
+5% +$1.38M 0.84% 22
2025
Q4 		$26.2M Buy
66,232
+19,214
+41% +$7.34M 0.68% 26
2025
Q3 		$16.7M Buy
47,018
+6,979
+17% +$2.22M 0.5% 37
2025
Q2 		$12.2M Sell
40,039
-13,058
-25% -$3.95M 0.39% 51
2025
Q1 		$15.3M Buy
53,097
+47,451
+840% +$12.5M 0.53% 37
2024
Q4 		$1.37M Sell
5,646
-532
-9% -$131K 0.05% 230
2024
Q3 		$1.5M Buy
6,178
+1,029
+20% +$236K 0.05% 230
2024
Q2 		$1.11M Buy
5,149
+543
+12% +$117K 0.06% 212
2024
Q1 		$948K Buy
4,606
+236
+5% +$45.3K 0.05% 240
2023
Q4 		$835K Hold
4,370
– – 0.05% 241
2023
Q3 		$749K Buy
4,370
+249
+6% +$44.5K 0.05% 243
2023
Q2 		$735K Sell
4,121
-448
-10% -$82.3K 0.05% 226
2023
Q1 		$837K Sell
4,569
-1,058
-19% -$186K 0.06% 217
2022
Q4 		$955K Sell
5,627
-300
-5% -$48.3K 0.09% 181
2022
Q3 		$916K Hold
5,927
– – 0.1% 161
2022
Q2 		$998K Sell
5,927
-4,200
-41% -$733K 0.09% 159
2022
Q1 		$1.83M Buy
10,127
+2,501
+33% +$439K 0.15% 120
2021
Q4 		$1.3M Buy
7,626
+3,441
+82% +$578K 0.11% 152
2021
Q3 		$687K Sell
4,185
-1,125
-21% -$188K 0.08% 163
2021
Q2 		$879K Buy
5,310
+500
+10% +$85K 0.11% 139
2021
Q1 		$769K Buy
4,810
+2,610
+119% +$439K 0.12% 130
2020
Q4 		$392K Sell
2,200
-250
-10% -$44K 0.08% 157
2020
Q3 		$433K Buy
2,450
+100
+4% +$18K 0.11% 149
2020
Q2 		$393K Buy
+2,350
New +$379K 0.11% 126

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

Robertson Stephens Wealth Management's GLD Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its SPDR Gold Trust (GLD) stake by 4.6% in Q1 2026, buying an estimated $1.38M and bringing the position to 69,304 shares worth $29.8M. The position accounts for 0.84% of the portfolio, ranked #22.

Robertson Stephens Wealth Management first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Robertson Stephens Wealth Management held 69,304 shares of SPDR Gold Trust worth $29.8M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 3,072 SPDR Gold Trust shares in Q1 2026, an estimated $1.38M.
  • SPDR Gold Trust made up 0.84% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Robertson Stephens Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.