RWA Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.02M Buy
9,342
+575
+7% +$258K 0.04% 189
2025
Q4
$3.47M Buy
8,767
+109
+1% +$41.6K 0.04% 202
2025
Q3
$3.08M Buy
8,658
+1,453
+20% +$463K 0.04% 220
2025
Q2
$2.2M Sell
7,205
-361
-5% -$109K 0.03% 235
2025
Q1
$2.18M Buy
7,566
+875
+13% +$231K 0.03% 236
2024
Q4
$1.62M Buy
6,691
+621
+10% +$153K 0.02% 270
2024
Q3
$1.48M Sell
6,070
-1,046
-15% -$240K 0.02% 276
2024
Q2
$1.53M Sell
7,116
-24,594
-78% -$5.32M 0.02% 261
2024
Q1
$6.52M Buy
31,710
+1,119
+4% +$215K 0.09% 127
2023
Q4
$5.85M Buy
30,591
+24,936
+441% +$4.57M 0.08% 124
2023
Q3
$970K Buy
5,655
+272
+5% +$48.6K 0.02% 196
2023
Q2
$960K Buy
5,383
+792
+17% +$146K 0.02% 172
2023
Q1
$841K Sell
4,591
-100
-2% -$17.6K 0.02% 142
2022
Q4
$819K Sell
4,691
-247
-5% -$39.8K 0.02% 146
2022
Q3
$764K Sell
4,938
-300
-6% -$48.2K 0.05% 136
2022
Q2
$882K Buy
5,238
+463
+10% +$80.9K 0.06% 129
2022
Q1
$863K Buy
4,775
+229
+5% +$40.2K 0.06% 139
2021
Q4
$777K Buy
4,546
+100
+2% +$16.8K 0.05% 148
2021
Q3
$730K Hold
4,446
0.05% 145
2021
Q2
$736K Hold
4,446
0.05% 146
2021
Q1
$711K Buy
4,446
+128
+3% +$21.5K 0.06% 145
2020
Q4
$770K Hold
4,318
0.07% 136
2020
Q3
$765K Hold
4,318
0.08% 123
2020
Q2
$723K Sell
4,318
-17
-0.4% -$2.74K 0.09% 117
2020
Q1
$642K Sell
4,335
-120
-3% -$17.9K 0.09% 119
2019
Q4
$637K Sell
4,455
-175
-4% -$24.5K 0.06% 150
2019
Q3
$643K Buy
4,630
+175
+4% +$24.3K 0.07% 147
2019
Q2
$593K Hold
4,455
0.06% 151
2019
Q1
$544K Hold
4,455
0.06% 153
2018
Q4
$540K Hold
4,455
0.07% 143
2018
Q3
$502K Hold
4,455
0.06% 146
2018
Q2
$529K Buy
4,455
+505
+13% +$62.5K 0.06% 153
2018
Q1
$497K Hold
3,950
0.06% 139
2017
Q4
$488K Hold
3,950
0.05% 163
2017
Q3
$480K Hold
3,950
0.05% 161
2017
Q2
$466K Hold
3,950
0.06% 138
2017
Q1
$469K Buy
+3,950
New +$459K 0.06% 133

Other funds holding GLD

RWA Wealth Partners's GLD Position: Q1 2026 in Review

RWA Wealth Partners increased its SPDR Gold Trust (GLD) stake by 6.6% in Q1 2026, buying an estimated $258K and bringing the position to 9,342 shares worth $4.02M. The position accounts for 0.04% of the portfolio, ranked #189.

RWA Wealth Partners first reported a position in GLD in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.52M in Q1 2024. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • RWA Wealth Partners held 9,342 shares of SPDR Gold Trust worth $4.02M as of Q1 2026.
  • RWA Wealth Partners bought 575 SPDR Gold Trust shares in Q1 2026, an estimated $258K.
  • SPDR Gold Trust made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #189 holding.
  • RWA Wealth Partners first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 37 quarters since.
  • RWA Wealth Partners's SPDR Gold Trust position peaked at $6.52M in Q1 2024.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.