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Strategies Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Strategies Wealth Advisors’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 		$1.3M Buy
3,031
+553
+22% +$248K 0.13% 55
2025
Q4 		$982K Sell
2,478
-319
-11% -$122K 0.1% 61
2025
Q3 		$994K Sell
2,797
-1,586
-36% -$505K 0.1% 61
2025
Q2 		$1.34M Sell
4,383
-269
-6% -$81.5K 0.15% 46
2025
Q1 		$1.34M Sell
4,652
-4,265
-48% -$1.13M 0.16% 45
2024
Q4 		$2.39M Sell
8,917
-4,678
-34% -$1.15M 0.3% 32
2024
Q3 		$3.3M Sell
13,595
-6,725
-33% -$1.54M 0.44% 26
2024
Q2 		$4.37M Sell
20,320
-10,308
-34% -$2.23M 0.64% 21
2024
Q1 		$6.3M Sell
30,628
-16,367
-35% -$3.14M 0.97% 16
2023
Q4 		$8.98M Sell
46,995
-6,971
-13% -$1.28M 1.53% 14
2023
Q3 		$9.25M Sell
53,966
-363
-0.7% -$64.9K 1.82% 15
2023
Q2 		$9.69M Buy
54,329
+308
+0.6% +$56.6K 1.98% 14
2023
Q1 		$9.9M Buy
54,021
+3,079
+6% +$542K 2.18% 13
2022
Q4 		$8.64M Buy
+50,942
New +$8.21M 2.13% 14
2022
Q2 		$7.75M Sell
45,983
-134
-0.3% -$23.4K 2.22% 10
2022
Q1 		$8.33M Buy
46,117
+1,241
+3% +$218K 2.23% 10
2021
Q4 		$7.67M Buy
+44,876
New +$7.53M 2.15% 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

Strategies Wealth Advisors's GLD Position: Q1 2026 in Review

Strategies Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 22% in Q1 2026, buying an estimated $248K and bringing the position to 3,031 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #55.

Strategies Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.9M in Q1 2023. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Strategies Wealth Advisors held 3,031 shares of SPDR Gold Trust worth $1.3M as of Q1 2026.
  • Strategies Wealth Advisors bought 553 SPDR Gold Trust shares in Q1 2026, an estimated $248K.
  • SPDR Gold Trust made up 0.13% of Strategies Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • Strategies Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's SPDR Gold Trust position peaked at $9.9M in Q1 2023.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.