Sage Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Sage Private Wealth Group’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	$1.32M	Hold	3,070	–	–	0.66%	14
2025 Q4	$1.22M	Hold	3,070	–	–	0.65%	20
2025 Q3	$1.09M	Hold	3,070	–	–	0.61%	20
2025 Q2	$936K	Hold	3,070	–	–	0.6%	17
2025 Q1	$885K	Hold	3,070	–	–	0.67%	15
2024 Q4	$743K	Hold	3,070	–	–	0.56%	20
2024 Q3	$746K	Hold	3,070	–	–	0.59%	18
2024 Q2	$660K	Hold	3,070	–	–	0.56%	20
2024 Q1	$632K	Buy	+3,070	New	+$589K	0.51%	23
2022 Q4	–	Sell	-100	Closed	-$15K	–	100
2022 Q3	$15K	Buy	+100	New	+$16.1K	0.02%	124

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sage Private Wealth Group's GLD Position: Q1 2026 in Review

Sage Private Wealth Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 3,070 shares worth $1.32M. The position accounts for 0.66% of the portfolio, ranked #14.

Sage Private Wealth Group first reported a position in GLD in Q3 2022 and has held it in 10 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sage Private Wealth Group held 3,070 shares of SPDR Gold Trust worth $1.32M as of Q1 2026.
Sage Private Wealth Group left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.66% of Sage Private Wealth Group's portfolio in Q1 2026, its #14 holding.
Sage Private Wealth Group first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 10 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.