Stonehaven Wealth & Tax Solutions’s SPDR Gold Trust GLD Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.56M	Buy	3,620 +12	+0.3%	+$5.37K	1.38%	19
2025 Q4	$1.43M	Sell	3,608 -690	-16%	-$264K	1.28%	20
2025 Q3	$1.53M	Buy	4,298 +7	+0.2%	+$2.23K	1.41%	20
2025 Q2	$1.31M	Sell	4,291 -181	-4%	-$54.8K	1.28%	21
2025 Q1	$1.29M	Buy	4,472 +199	+5%	+$52.6K	1.36%	20
2024 Q4	$1.03M	Buy	+4,273	New	+$1.05M	1.13%	29

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

Stonehaven Wealth & Tax Solutions's GLD Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its SPDR Gold Trust (GLD) stake by 0.33% in Q1 2026, buying an estimated $5.37K and bringing the position to 3,620 shares worth $1.56M. The position accounts for 1.38% of the portfolio, ranked #19.

Stonehaven Wealth & Tax Solutions first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 3,620 shares of SPDR Gold Trust worth $1.56M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 12 SPDR Gold Trust shares in Q1 2026, an estimated $5.37K.
SPDR Gold Trust made up 1.38% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #19 holding.
Stonehaven Wealth & Tax Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.