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Smart Money Group’s SPDR Gold Trust GLD Stock Holding History

Smart Money Group’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 		$7.93M Sell
18,437
-220
-1% -$98.5K 2.31% 5
2025
Q4 		$7.39M Sell
18,657
-175
-0.9% -$66.8K 2.16% 5
2025
Q3 		$6.69M Sell
18,832
-77
-0.4% -$24.5K 1.98% 5
2025
Q2 		$5.76M Sell
18,909
-6
-0% -$1.82K 1.81% 5
2025
Q1 		$5.45M Buy
18,915
+4,482
+31% +$1.19M 1.85% 6
2024
Q4 		$3.49M Buy
14,433
+99
+0.7% +$24.3K 1.21% 25
2024
Q3 		$3.63M Sell
14,334
-309
-2% -$70.8K 1.3% 23
2024
Q2 		$3.32M Sell
14,643
-85
-0.6% -$18.4K 1.19% 25
2024
Q1 		$3.12M Buy
14,728
+1,015
+7% +$195K 1.21% 24
2023
Q4 		$2.62M Buy
13,713
+27
+0.2% +$4.95K 1.14% 24
2023
Q3 		$2.35M Sell
13,686
-104
-0.8% -$18.6K 1.11% 24
2023
Q2 		$2.46M Buy
13,790
+107
+0.8% +$19.7K 1.17% 25
2023
Q1 		$2.53M Sell
13,683
-1,689
-11% -$297K 1.27% 22
2022
Q4 		$2.61M Buy
15,372
+72
+0.5% +$11.6K 1.36% 19
2022
Q3 		$2.37M Buy
15,300
+126
+0.8% +$20.3K 1.61% 16
2022
Q2 		$2.56M Buy
15,174
+273
+2% +$47.7K 1.77% 15
2022
Q1 		$2.69M Sell
14,901
-1,033
-6% -$181K 1.81% 16
2021
Q4 		$2.72M Sell
15,934
-208
-1% -$34.9K 1.74% 15
2021
Q3 		$2.65M Buy
16,142
+10,477
+185% +$1.75M 1.93% 17
2021
Q2 		$948K Sell
5,665
-9,221
-62% -$1.57M 1.09% 20
2021
Q1 		$2.38M Buy
14,886
+4,379
+42% +$736K 1.99% 15
2020
Q4 		$1.87M Buy
10,507
+1,094
+12% +$193K 1.58% 19
2020
Q3 		$1.67M Buy
9,413
+3,728
+66% +$670K 0.72% 49
2020
Q2 		$951K Buy
5,685
+378
+7% +$61K 0.56% 45
2020
Q1 		$786K Buy
+5,307
New +$790K 0.55% 46
2018
Q4 		– Sell
-2,613
Closed -$295K – 61
2018
Q3 		$295K Buy
+2,613
New +$300K 0.27% 48

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

Smart Money Group's GLD Position: Q1 2026 in Review

Smart Money Group reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q1 2026, selling an estimated $98.5K and leaving 18,437 shares worth $7.93M. The position accounts for 2.31% of the portfolio, ranked #5.

Smart Money Group first reported a position in GLD in Q3 2018 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Smart Money Group held 18,437 shares of SPDR Gold Trust worth $7.93M as of Q1 2026.
  • Smart Money Group sold 220 SPDR Gold Trust shares in Q1 2026, an estimated $98.5K.
  • SPDR Gold Trust made up 2.31% of Smart Money Group's portfolio in Q1 2026, its #5 holding.
  • Smart Money Group first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.