Smith & Howard Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Smith & Howard 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	$1.2M	Buy	2,842 +337	+13%	+$151K	0.26%	35
2025 Q4	$993K	Hold	2,505	–	–	0.22%	41
2025 Q3	$890K	Hold	2,505	–	–	0.21%	41
2025 Q2	$764K	Hold	2,505	–	–	0.19%	40
2025 Q1	$722K	Hold	2,505	–	–	0.2%	39
2024 Q4	$607K	Hold	2,505	–	–	0.17%	43
2024 Q3	$609K	Hold	2,505	–	–	0.17%	45
2024 Q2	$539K	Hold	2,505	–	–	0.16%	51
2024 Q1	$515K	Hold	2,505	–	–	0.16%	49
2023 Q4	$479K	Hold	2,505	–	–	0.17%	45
2023 Q3	$429K	Hold	2,505	–	–	0.15%	49
2023 Q2	$447K	Sell	2,505 -100	-4%	-$18.4K	0.16%	44
2023 Q1	$477K	Hold	2,605	–	–	0.16%	43
2022 Q4	$442K	Hold	2,605	–	–	0.17%	44
2022 Q3	$403K	Buy	2,605 +100	+4%	+$16.1K	0.17%	50
2022 Q2	$422K	Sell	2,505 -55	-2%	-$9.61K	0.18%	50
2022 Q1	$462K	Hold	2,560	–	–	0.19%	43
2021 Q4	$438K	Hold	2,560	–	–	0.2%	45
2021 Q3	$420K	Hold	2,560	–	–	0.2%	46
2021 Q2	$424K	Hold	2,560	–	–	0.2%	43
2021 Q1	$409K	Buy	2,560 +134	+6%	+$22.5K	0.21%	43
2020 Q4	$433K	Hold	2,426	–	–	0.23%	42
2020 Q3	$430K	Buy	2,426 +126	+5%	+$22.6K	0.25%	43
2020 Q2	$385K	Hold	2,300	–	–	0.24%	44
2020 Q1	$341K	Hold	2,300	–	–	0.22%	47
2019 Q4	$329K	Buy	2,300 +7	+0.3%	+$978	0.11%	56
2019 Q3	$318K	Hold	2,293	–	–	0.13%	53
2019 Q2	$305K	Hold	2,293	–	–	0.13%	46
2019 Q1	$280K	Sell	2,293 -2,376	-51%	-$293K	0.14%	42
2018 Q4	$566K	Buy	+4,669	New	+$542K	0.31%	27

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

Smith & Howard Wealth Management's GLD Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $151K and bringing the position to 2,842 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #35.

Smith & Howard Wealth Management first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Smith & Howard Wealth Management held 2,842 shares of SPDR Gold Trust worth $1.2M as of Q1 2026.
Smith & Howard Wealth Management bought 337 SPDR Gold Trust shares in Q1 2026, an estimated $151K.
SPDR Gold Trust made up 0.26% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #35 holding.
Smith & Howard Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.