SimplyRich’s SPDR Gold Trust GLD Stock Holding History

SimplyRich’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	$468K	Hold	1,089	–	–	0.12%	152
2025 Q4	$431K	Hold	1,089	–	–	0.11%	149
2025 Q3	$387K	Hold	1,089	–	–	0.1%	161
2025 Q2	$331K	Hold	1,089	–	–	0.09%	175
2025 Q1	$313K	Hold	1,089	–	–	0.09%	175
2024 Q4	$263K	Hold	1,089	–	–	0.08%	195
2024 Q3	$264K	Hold	1,089	–	–	0.07%	197
2024 Q2	$234K	Hold	1,089	–	–	0.07%	164
2024 Q1	$225K	Hold	1,089	–	–	0.07%	173
2023 Q4	$208K	Buy	+1,089	New	+$200K	0.07%	169

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

SimplyRich's GLD Position: Q1 2026 in Review

SimplyRich held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,089 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #152.

SimplyRich first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SimplyRich held 1,089 shares of SPDR Gold Trust worth $468K as of Q1 2026.
SimplyRich left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.12% of SimplyRich's portfolio in Q1 2026, its #152 holding.
SimplyRich first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.