Simplicity Wealth’s SPDR Gold Trust GLD Stock Holding History

Simplicity Wealth’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	$1.47M	Sell	3,419 -499	-13%	-$223K	0.08%	223
2025 Q4	$1.55M	Sell	3,918 -5,225	-57%	-$2M	0.09%	212
2025 Q3	$3.25M	Sell	9,143 -2,028	-18%	-$646K	0.19%	122
2025 Q2	$3.41M	Buy	11,171 +2,027	+22%	+$614K	0.14%	148
2025 Q1	$2.63M	Buy	9,144 +6,021	+193%	+$1.59M	0.2%	123
2024 Q4	$756K	Sell	3,123 -4,149	-57%	-$1.02M	0.16%	112
2024 Q3	$1.77M	Sell	7,272 -117,183	-94%	-$26.8M	0.16%	122
2024 Q2	$26.8M	Buy	124,455 +2,566	+2%	+$555K	0.6%	28
2024 Q1	$25.1M	Buy	121,889 +117,604	+2,745%	+$22.6M	0.6%	25
2023 Q4	$819K	Buy	4,285 +968	+29%	+$177K	0.32%	52
2023 Q3	$569K	Buy	3,317 +219	+7%	+$39.2K	0.33%	40
2023 Q2	$552K	Buy	3,098 +1,005	+48%	+$185K	0.34%	46
2023 Q1	$383K	Buy	+2,093	New	+$368K	0.26%	47

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

Simplicity Wealth's GLD Position: Q1 2026 in Review

Simplicity Wealth reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $223K and leaving 3,419 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #223.

Simplicity Wealth first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.8M in Q2 2024. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Simplicity Wealth held 3,419 shares of SPDR Gold Trust worth $1.47M as of Q1 2026.
Simplicity Wealth sold 499 SPDR Gold Trust shares in Q1 2026, an estimated $223K.
SPDR Gold Trust made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #223 holding.
Simplicity Wealth first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Simplicity Wealth's SPDR Gold Trust position peaked at $26.8M in Q2 2024.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.