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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 		– Sell
-100
Closed -$25K – 93
2025
Q4 		$25K Hold
100
– – 0.01% 91
2025
Q3 		$25K Buy
+100
New +$31.9K 0.01% 88

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

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. 3,143 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.
  • 3,143 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.