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Silverlake Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Silverlake Wealth Management’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 		$2.88M Sell
6,684
-182
-3% -$81.5K 0.6% 37
2025
Q4 		$2.72M Buy
6,866
+31
+0.5% +$11.8K 0.61% 34
2025
Q3 		$2.43M Hold
6,835
– – 0.59% 38
2025
Q2 		$2.08M Buy
6,835
+691
+11% +$209K 0.61% 41
2025
Q1 		$1.77M Buy
6,144
+296
+5% +$78.3K 0.67% 48
2024
Q4 		$1.42M Buy
5,848
+644
+12% +$158K 0.54% 54
2024
Q3 		$1.26M Buy
5,204
+152
+3% +$34.8K 0.48% 62
2024
Q2 		$1.09M Sell
5,052
-20
-0.4% -$4.33K 0.45% 60
2024
Q1 		$1.04M Sell
5,072
-5,132
-50% -$985K 0.53% 46
2023
Q4 		$1.95M Buy
10,204
+2,247
+28% +$412K 1.08% 17
2023
Q3 		$1.36M Sell
7,957
-6,851
-46% -$1.22M 0.77% 30
2023
Q2 		$2.64M Buy
14,808
+5,438
+58% +$999K 1.47% 9
2023
Q1 		$1.72M Buy
9,370
+1,497
+19% +$263K 1.04% 20
2022
Q4 		$1.34M Sell
7,873
-1,787
-18% -$288K 0.83% 28
2022
Q3 		$1.49M Sell
9,660
-75
-0.8% -$12.1K 1.01% 20
2022
Q2 		$1.64M Buy
9,735
+608
+7% +$106K 1.07% 20
2022
Q1 		$1.65M Buy
9,127
+5,856
+179% +$1.03M 0.94% 22
2021
Q4 		$559K Buy
+3,271
New +$549K 0.3% 86

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

Silverlake Wealth Management's GLD Position: Q1 2026 in Review

Silverlake Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2026, selling an estimated $81.5K and leaving 6,684 shares worth $2.88M. The position accounts for 0.6% of the portfolio, ranked #37.

Silverlake Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Silverlake Wealth Management held 6,684 shares of SPDR Gold Trust worth $2.88M as of Q1 2026.
  • Silverlake Wealth Management sold 182 SPDR Gold Trust shares in Q1 2026, an estimated $81.5K.
  • SPDR Gold Trust made up 0.6% of Silverlake Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Silverlake Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.