SMART Wealth’s SPDR Gold Trust GLD Stock Holding History

SMART 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	$4.63M	Buy	10,764 +57	+0.5%	+$25.5K	1.36%	18
2025 Q4	$4.24M	Buy	10,707 +60	+0.6%	+$22.9K	1.29%	23
2025 Q3	$3.78M	Buy	10,647 +53	+0.5%	+$16.9K	1.43%	20
2025 Q2	$3.23M	Buy	10,594 +1,839	+21%	+$557K	1.01%	36
2025 Q1	$2.52M	Sell	8,755 -570	-6%	-$151K	0.9%	37
2024 Q4	$2.26M	Sell	9,325 -814	-8%	-$200K	0.8%	39
2024 Q3	$2.46M	Buy	10,139 +2,845	+39%	+$652K	0.97%	27
2024 Q2	$1.57M	Buy	7,294 +227	+3%	+$49.1K	0.63%	43
2024 Q1	$1.45M	Sell	7,067 -48,491	-87%	-$9.31M	0.66%	36
2023 Q4	$10.6M	Buy	55,558 +12,579	+29%	+$2.31M	5.8%	4
2023 Q3	$7.37M	Buy	42,979 +3,823	+10%	+$684K	5.54%	3
2023 Q2	$6.98M	Buy	39,156 +31,924	+441%	+$5.87M	5.27%	4
2023 Q1	$1.33M	Buy	7,232 +1,395	+24%	+$245K	1.17%	28
2022 Q4	$990K	Buy	+5,837	New	+$940K	0.74%	38

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

SMART Wealth's GLD Position: Q1 2026 in Review

SMART Wealth increased its SPDR Gold Trust (GLD) stake by 0.53% in Q1 2026, buying an estimated $25.5K and bringing the position to 10,764 shares worth $4.63M. The position accounts for 1.36% of the portfolio, ranked #18.

SMART Wealth first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2023. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SMART Wealth held 10,764 shares of SPDR Gold Trust worth $4.63M as of Q1 2026.
SMART Wealth bought 57 SPDR Gold Trust shares in Q1 2026, an estimated $25.5K.
SPDR Gold Trust made up 1.36% of SMART Wealth's portfolio in Q1 2026, its #18 holding.
SMART Wealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's SPDR Gold Trust position peaked at $10.6M in Q4 2023.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.