Strategic Family Wealth Counselors’s SPDR Gold Trust GLD Stock Holding History

Strategic Family Wealth Counselors’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	$339K	Buy	789 +11	+1%	+$4.93K	0.09%	123
2025 Q4	$340K	Buy	778 +5	+0.6%	+$1.91K	0.08%	160
2025 Q3	$275K	Buy	773 +20	+3%	+$6.37K	0.07%	129
2025 Q2	$230K	Sell	753 -30	-4%	-$9.08K	0.07%	133
2025 Q1	$226K	Buy	+783	New	+$207K	0.07%	129

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

Strategic Family Wealth Counselors's GLD Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its SPDR Gold Trust (GLD) stake by 1.4% in Q1 2026, buying an estimated $4.93K and bringing the position to 789 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #123.

Strategic Family Wealth Counselors first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q4 2025. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Strategic Family Wealth Counselors held 789 shares of SPDR Gold Trust worth $339K as of Q1 2026.
Strategic Family Wealth Counselors bought 11 SPDR Gold Trust shares in Q1 2026, an estimated $4.93K.
SPDR Gold Trust made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #123 holding.
Strategic Family Wealth Counselors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
Strategic Family Wealth Counselors's SPDR Gold Trust position peaked at $340K in Q4 2025.
3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.