Sageworth Trust’s SPDR Gold Trust GLD Stock Holding History

Sageworth Trust’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	$400K	Sell	930 -128	-12%	-$57.3K	0.02%	124
2025 Q4	$419K	Sell	1,058 -270	-20%	-$103K	0.02%	99
2025 Q3	$472K	Buy	+1,328	New	+$423K	0.02%	159
2023 Q2	–	Sell	-150	Closed	-$27.5K	–	220
2023 Q1	$27.5K	Hold	150	–	–	﹤0.01%	178
2022 Q4	$25K	Hold	150	–	–	﹤0.01%	164
2022 Q3	$23K	Hold	150	–	–	﹤0.01%	153
2022 Q2	$25K	Hold	150	–	–	﹤0.01%	186
2022 Q1	$27K	Hold	150	–	–	﹤0.01%	124
2021 Q4	$26K	Sell	150 -374	-71%	-$62.8K	﹤0.01%	155
2021 Q3	$86K	Sell	524 -4,475	-90%	-$749K	0.01%	125
2021 Q2	$828K	Buy	4,999 +4,849	+3,233%	+$824K	0.07%	55
2021 Q1	$24K	Hold	150	–	–	﹤0.01%	220
2020 Q4	$27K	Sell	150 -11	-7%	-$1.94K	﹤0.01%	143
2020 Q3	$29K	Buy	161 +11	+7%	+$1.98K	﹤0.01%	100
2020 Q2	$25K	Hold	150	–	–	﹤0.01%	102
2020 Q1	$22K	Hold	150	–	–	﹤0.01%	99
2019 Q4	$21K	Hold	150	–	–	﹤0.01%	127
2019 Q3	$21K	Hold	150	–	–	﹤0.01%	124
2019 Q2	$20K	Sell	150 -292	-66%	-$36.1K	﹤0.01%	130
2019 Q1	$54K	Buy	442 +292	+195%	+$36K	0.01%	74
2018 Q4	$18K	Sell	150 -89,950	-100%	-$10.5M	﹤0.01%	101
2018 Q3	$10.2M	Buy	90,100 +950	+1%	+$109K	1.38%	9
2018 Q2	$10.6M	Buy	89,150 +69,000	+342%	+$8.54M	1.51%	7
2018 Q1	$2.54M	Hold	20,150	–	–	0.38%	15
2017 Q4	$2.49M	Hold	20,150	–	–	0.43%	13
2017 Q3	$2.45M	Buy	20,150 +20,000	+13,333%	+$2.43M	0.46%	12
2017 Q2	$18K	Hold	150	–	–	﹤0.01%	97
2017 Q1	$18K	Hold	150	–	–	﹤0.01%	61
2016 Q4	$16K	Buy	+150	New	+$17.4K	﹤0.01%	45
2013 Q3	–	Sell	-7,821	Closed	-$1M	–	30
2013 Q2	$1M	Buy	+7,821	New	+$1.07M	0.43%	14

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

Sageworth Trust's GLD Position: Q1 2026 in Review

Sageworth Trust reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $57.3K and leaving 930 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #124.

Sageworth Trust first reported a position in GLD in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.6M in Q2 2018. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sageworth Trust held 930 shares of SPDR Gold Trust worth $400K as of Q1 2026.
Sageworth Trust sold 128 SPDR Gold Trust shares in Q1 2026, an estimated $57.3K.
SPDR Gold Trust made up 0.02% of Sageworth Trust's portfolio in Q1 2026, its #124 holding.
Sageworth Trust first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 30 quarters since.
Sageworth Trust's SPDR Gold Trust position peaked at $10.6M in Q2 2018.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.