Schneider Downs Wealth Management Advisors’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 | $2.93M | Buy |
6,802
+231
| +4% | +$103K | 0.32% | 33 |
|
|
2025
Q4 | $2.6M | Hold |
6,571
| – | – | 0.29% | 42 |
|
|
2025
Q3 | $2.34M | Sell |
6,571
-73
| -1% | -$23.3K | 0.28% | 41 |
|
|
2025
Q2 | $2.03M | Sell |
6,644
-247
| -4% | -$74.8K | 0.3% | 44 |
|
|
2025
Q1 | $1.99M | Sell |
6,891
-357
| -5% | -$94.4K | 0.36% | 35 |
|
|
2024
Q4 | $1.75M | Hold |
7,248
| – | – | 0.33% | 40 |
|
|
2024
Q3 | $1.76M | Sell |
7,248
-20
| -0.3% | -$4.58K | 0.36% | 40 |
|
|
2024
Q2 | $1.56M | Hold |
7,268
| – | – | 0.35% | 40 |
|
|
2024
Q1 | $1.5M | Sell |
7,268
-224
| -3% | -$43K | 0.34% | 40 |
|
|
2023
Q4 | $1.43M | Hold |
7,492
| – | – | 0.37% | 40 |
|
|
2023
Q3 | $1.28M | Buy |
7,492
+1,114
| +17% | +$199K | 0.3% | 39 |
|
|
2023
Q2 | $1.14M | Sell |
6,378
-152
| -2% | -$27.9K | 0.26% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
6,530
-65
| -1% | -$11.4K | 0.25% | 40 |
|
|
2022
Q4 | $1.12M | Buy |
6,595
+178
| +3% | +$28.7K | 0.25% | 43 |
|
|
2022
Q3 | $993K | Buy |
6,417
+137
| +2% | +$22K | 0.29% | 35 |
|
|
2022
Q2 | $1.06M | Buy |
6,280
+20
| +0.3% | +$3.49K | 0.3% | 37 |
|
|
2022
Q1 | $1.13M | Buy |
6,260
+58
| +0.9% | +$10.2K | 0.29% | 39 |
|
|
2021
Q4 | $1.06M | Hold |
6,202
| – | – | 0.25% | 42 |
|
|
2021
Q3 | $1.02M | Hold |
6,202
| – | – | 0.26% | 43 |
|
|
2021
Q2 | $1.03M | Buy |
6,202
+15
| +0.2% | +$2.55K | 0.27% | 38 |
|
|
2021
Q1 | $990K | Buy |
6,187
+1,498
| +32% | +$252K | 0.24% | 36 |
|
|
2020
Q4 | $836K | Hold |
4,689
| – | – | 0.23% | 36 |
|
|
2020
Q3 | $831K | Buy |
4,689
+150
| +3% | +$27K | 0.28% | 32 |
|
|
2020
Q2 | $760K | Buy |
4,539
+310
| +7% | +$50K | 0.26% | 32 |
|
|
2020
Q1 | $626K | Buy |
4,229
+35
| +0.8% | +$5.21K | 0.23% | 39 |
|
|
2019
Q4 | $599K | Buy |
4,194
+879
| +27% | +$123K | 0.18% | 35 |
|
|
2019
Q3 | $460K | Hold |
3,315
| – | – | 0.14% | 36 |
|
|
2019
Q2 | $442K | Hold |
3,315
| – | – | 0.15% | 40 |
|
|
2019
Q1 | $404K | Hold |
3,315
| – | – | 0.15% | 38 |
|
|
2018
Q4 | $402K | Hold |
3,315
| – | – | 0.17% | 35 |
|
|
2018
Q3 | $374K | Hold |
3,315
| – | – | 0.24% | 36 |
|
|
2018
Q2 | $393K | Hold |
3,315
| – | – | 0.26% | 30 |
|
|
2018
Q1 | $417K | Hold |
3,315
| – | – | 0.24% | 28 |
|
|
2017
Q4 | $410K | Hold |
3,315
| – | – | 0.24% | 24 |
|
|
2017
Q3 | $403K | Hold |
3,315
| – | – | 0.26% | 24 |
|
|
2017
Q2 | $391K | Hold |
3,315
| – | – | 0.26% | 28 |
|
|
2017
Q1 | $394K | Buy |
+3,315
| New | +$385K | 0.27% | 27 |
|
Other funds holding GLD
Schneider Downs Wealth Management Advisors's GLD Position: Q1 2026 in Review
Schneider Downs Wealth Management Advisors increased its SPDR Gold Trust (GLD) stake by 3.5% in Q1 2026, buying an estimated $103K and bringing the position to 6,802 shares worth $2.93M. The position accounts for 0.32% of the portfolio, ranked #33.
Schneider Downs Wealth Management Advisors first reported a position in GLD in Q1 2017 and has held it in 37 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Schneider Downs Wealth Management Advisors held 6,802 shares of SPDR Gold Trust worth $2.93M as of Q1 2026.
- Schneider Downs Wealth Management Advisors bought 231 SPDR Gold Trust shares in Q1 2026, an estimated $103K.
- SPDR Gold Trust made up 0.32% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #33 holding.
- Schneider Downs Wealth Management Advisors first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 37 quarters since.
- 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.