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Signature Wealth Management Partners’s SPDR Gold Trust GLD Stock Holding History

Signature Wealth Management Partners’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 		$411K Hold
955
– – 0.21% 79
2025
Q4 		$378K Hold
955
– – 0.19% 81
2025
Q3 		$339K Buy
955
+15
+2% +$4.78K 0.18% 84
2025
Q2 		$287K Sell
940
-810
-46% -$245K 0.16% 85
2025
Q1 		$504K Sell
1,750
-115
-6% -$30.4K 0.33% 58
2024
Q4 		$452K Hold
1,865
– – 0.31% 63
2024
Q3 		$453K Buy
1,865
+21
+1% +$4.81K 0.33% 61
2024
Q2 		$396K Sell
1,844
-90
-5% -$19.5K 0.3% 64
2024
Q1 		$398K Sell
1,934
-75
-4% -$14.4K 0.32% 63
2023
Q4 		$384K Sell
2,009
-34
-2% -$6.23K 0.34% 63
2023
Q3 		$350K Sell
2,043
-352
-15% -$62.9K 0.34% 62
2023
Q2 		$427K Sell
2,395
-1,750
-42% -$322K 0.4% 56
2023
Q1 		$759K Sell
4,145
-1,118
-21% -$197K 0.7% 36
2022
Q4 		$893K Sell
5,263
-33
-0.6% -$5.32K 0.88% 33
2022
Q3 		$819K Hold
5,296
– – 0.9% 30
2022
Q2 		$892K Buy
5,296
+882
+20% +$154K 0.91% 28
2022
Q1 		$797K Buy
4,414
+531
+14% +$93.2K 0.68% 40
2021
Q4 		$664K Hold
3,883
– – 0.56% 46
2021
Q3 		$638K Sell
3,883
-30
-0.8% -$5.02K 0.58% 45
2021
Q2 		$648K Sell
3,913
-113
-3% -$19.2K 0.59% 47
2021
Q1 		$644K Sell
4,026
-3,071
-43% -$516K 0.62% 43
2020
Q4 		$1.27M Buy
+7,097
New +$1.25M 1.27% 21

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Signature Wealth Management Partners's GLD Position: Q1 2026 in Review

Signature Wealth Management Partners held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 955 shares worth $411K. The position accounts for 0.21% of the portfolio, ranked #79.

Signature Wealth Management Partners first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q4 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Signature Wealth Management Partners held 955 shares of SPDR Gold Trust worth $411K as of Q1 2026.
  • Signature Wealth Management Partners left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.21% of Signature Wealth Management Partners's portfolio in Q1 2026, its #79 holding.
  • Signature Wealth Management Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Signature Wealth Management Partners's SPDR Gold Trust position peaked at $1.27M in Q4 2020.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.