SFMG Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

SFMG Wealth Advisors’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	$4.45M	Sell	10,333 -969	-9%	-$434K	0.3%	45
2025 Q4	$4.48M	Buy	11,302 +1,080	+11%	+$412K	0.3%	47
2025 Q3	$3.63M	Buy	10,222 +91	+0.9%	+$29K	0.25%	51
2025 Q2	$3.09M	Sell	10,131 -3,300	-25%	-$999K	0.23%	55
2025 Q1	$3.87M	Sell	13,431 -315	-2%	-$83.3K	0.31%	44
2024 Q4	$3.33M	Sell	13,746 -669	-5%	-$164K	0.26%	50
2024 Q3	$3.5M	Sell	14,415 -63	-0.4%	-$14.4K	0.28%	44
2024 Q2	$3.11M	Sell	14,478 -56	-0.4%	-$12.1K	0.27%	49
2024 Q1	$2.99M	Sell	14,534 -1,788	-11%	-$343K	0.26%	57
2023 Q4	$3.12M	Sell	16,322 -895	-5%	-$164K	0.29%	46
2023 Q3	$2.95M	Buy	17,217 +27	+0.2%	+$4.83K	0.3%	47
2023 Q2	$3.06M	Sell	17,190 -926	-5%	-$170K	0.32%	45
2023 Q1	$3.32M	Sell	18,116 -1,223	-6%	-$215K	0.36%	38
2022 Q4	$3.28M	Sell	19,339 -3,722	-16%	-$600K	0.36%	37
2022 Q3	$3.6M	Sell	23,061 -2,367	-9%	-$381K	0.42%	31
2022 Q2	$4.28M	Sell	25,428 -816	-3%	-$143K	0.5%	26
2022 Q1	$4.74M	Sell	26,244 -1,150	-4%	-$202K	0.47%	28
2021 Q4	$4.68M	Sell	27,394 -34	-0.1%	-$5.71K	0.46%	30
2021 Q3	$4.5M	Sell	27,428 -306	-1%	-$51.2K	0.5%	23
2021 Q2	$4.59M	Sell	27,734 -8,073	-23%	-$1.37M	0.51%	22
2021 Q1	$5.73M	Sell	35,807 -40,636	-53%	-$6.83M	0.66%	19
2020 Q4	$13.6M	Sell	76,443 -73,244	-49%	-$12.9M	1.73%	13
2020 Q3	$26.5M	Buy	149,687 +3,390	+2%	+$609K	3.66%	10
2020 Q2	$24.5M	Buy	146,297 +22,933	+19%	+$3.7M	3.49%	10
2020 Q1	$18.3M	Buy	123,364 +115,404	+1,450%	+$17.2M	2.74%	10
2019 Q4	$1.14M	Sell	7,960 -383	-5%	-$53.5K	0.14%	59
2019 Q3	$1.16M	Hold	8,343	–	–	0.16%	51
2019 Q2	$1.11M	Sell	8,343 -2,707	-24%	-$335K	0.15%	43
2019 Q1	$1.35M	Buy	11,050 +845	+8%	+$104K	0.19%	36
2018 Q4	$1.24M	Sell	10,205 -138	-1%	-$16K	0.2%	36
2018 Q3	$1.21M	Sell	10,343 -190	-2%	-$21.8K	0.19%	34
2018 Q2	$1.25M	Buy	10,533 +199	+2%	+$24.6K	0.2%	36
2018 Q1	$1.3M	Sell	10,334 -674	-6%	-$85K	0.22%	38
2017 Q4	$1.36M	Buy	11,008 +463	+4%	+$56.1K	0.23%	35
2017 Q3	$1.28M	Buy	10,545 +316	+3%	+$38.4K	0.25%	35
2017 Q2	$1.21M	Sell	10,229 -86	-0.8%	-$10.3K	0.25%	34
2017 Q1	$1.23M	Buy	10,315 +80	+0.8%	+$9.3K	0.25%	33
2016 Q4	$1.12M	Sell	10,235 -397	-4%	-$46.1K	0.24%	39
2016 Q3	$1.34M	Buy	10,632 +453	+4%	+$57.7K	0.29%	39
2016 Q2	$1.29M	Sell	10,179 -360	-3%	-$43.3K	0.29%	39
2016 Q1	$1.24M	Hold	10,539	–	–	0.27%	41
2015 Q4	$1.07M	Sell	10,539 -1,168	-10%	-$123K	0.24%	51
2015 Q3	$1.25M	Sell	11,707 -101	-0.9%	-$10.9K	0.3%	42
2015 Q2	$1.33M	Sell	11,808 -18,615	-61%	-$2.13M	0.3%	42
2015 Q1	$3.46M	Buy	30,423 +18,329	+152%	+$2.14M	0.28%	35
2014 Q4	$1.37M	Sell	12,094 -7,028	-37%	-$811K	0.31%	37
2014 Q3	$2.22M	Buy	19,122 +64	+0.3%	+$7.89K	0.7%	18
2014 Q2	$2.44M	Sell	19,058 -78	-0.4%	-$9.69K	0.84%	16
2014 Q1	$2.37M	Sell	19,136 -322	-2%	-$40.1K	0.8%	17
2013 Q4	$2.26M	Sell	19,458 -809	-4%	-$99.3K	0.78%	16
2013 Q3	$2.6M	Sell	20,267 -2,016	-9%	-$259K	1.04%	15
2013 Q2	$2.65M	Buy	+22,283	New	+$3.05M	1.06%	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

SFMG Wealth Advisors's GLD Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 8.6% in Q1 2026, selling an estimated $434K and leaving 10,333 shares worth $4.45M. The position accounts for 0.3% of the portfolio, ranked #45.

SFMG Wealth Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.5M in Q3 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SFMG Wealth Advisors held 10,333 shares of SPDR Gold Trust worth $4.45M as of Q1 2026.
SFMG Wealth Advisors sold 969 SPDR Gold Trust shares in Q1 2026, an estimated $434K.
SPDR Gold Trust made up 0.3% of SFMG Wealth Advisors's portfolio in Q1 2026, its #45 holding.
SFMG Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
SFMG Wealth Advisors's SPDR Gold Trust position peaked at $26.5M in Q3 2020.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.