SWIG
GLD icon

Strategic Wealth Investment Group’s SPDR Gold Trust GLD Stock Holding History

Strategic Wealth Investment Group’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 		$20.7M Sell
48,154
-1,653
-3% -$740K 2.63% 11
2025
Q4 		$19.7M Sell
49,807
-35,986
-42% -$13.7M 2.43% 14
2025
Q3 		$30.5M Buy
85,793
+82,775
+2,743% +$26.4M 2.57% 13
2025
Q2 		$920K Buy
3,018
+25
+0.8% +$7.57K 1.33% 27
2025
Q1 		$862K Sell
2,993
-90,573
-97% -$24M 1.5% 28
2024
Q4 		$22.7M Sell
93,566
-3,186
-3% -$783K 2.5% 14
2024
Q3 		$23.8M Buy
96,752
+4,615
+5% +$1.06M 2.55% 10
2024
Q2 		$19.9M Buy
+92,137
New +$19.9M 2.51% 9
2023
Q4 		$17M Buy
88,727
+4,048
+5% +$742K 2.55% 10
2023
Q3 		$14.5M Buy
84,679
+1,754
+2% +$314K 2.63% 11
2023
Q2 		$14.8M Buy
82,925
+5,687
+7% +$1.04M 2.35% 12
2023
Q1 		$14.2M Buy
77,238
+9,770
+14% +$1.72M 2.62% 11
2022
Q4 		$11.9M Buy
67,468
+10,488
+18% +$1.69M 2.76% 11
2022
Q3 		$8.81M Buy
56,980
+2,711
+5% +$436K 2.53% 11
2022
Q2 		$9.14M Sell
54,269
-8,439
-13% -$1.47M 2.29% 11
2022
Q1 		$11.3M Buy
62,708
+7,763
+14% +$1.36M 2.7% 9
2021
Q4 		$9.39M Buy
54,945
+5,405
+11% +$907K 2.44% 10
2021
Q3 		$8.11M Buy
49,540
+8,140
+20% +$1.36M 2.42% 10
2021
Q2 		$6.86M Buy
41,400
+8,250
+25% +$1.4M 2.43% 10
2021
Q1 		$5.3M Buy
33,150
+5,777
+21% +$971K 2.54% 10
2020
Q4 		$4.88M Buy
27,373
+6,217
+29% +$1.09M 2.86% 9
2020
Q3 		$3.75M Buy
21,156
+3,867
+22% +$695K 2.82% 9
2020
Q2 		$2.89M Sell
17,289
-1,496
-8% -$241K 2.84% 9
2020
Q1 		$2.78M Buy
18,785
+1,796
+11% +$267K 4.53% 7
2019
Q4 		$2.43M Buy
+16,989
New +$2.37M 2.52% 12

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

Strategic Wealth Investment Group's GLD Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q1 2026, selling an estimated $740K and leaving 48,154 shares worth $20.7M. The position accounts for 2.63% of the portfolio, ranked #11.

Strategic Wealth Investment Group first reported a position in GLD in Q4 2019 and has held it in 25 quarters since. The position peaked at $30.5M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Strategic Wealth Investment Group held 48,154 shares of SPDR Gold Trust worth $20.7M as of Q1 2026.
  • Strategic Wealth Investment Group sold 1,653 SPDR Gold Trust shares in Q1 2026, an estimated $740K.
  • SPDR Gold Trust made up 2.63% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #11 holding.
  • Strategic Wealth Investment Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's SPDR Gold Trust position peaked at $30.5M in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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