Taylor & Morgan Wealth Management
GLD icon

Taylor & Morgan Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Taylor & Morgan 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
Q3 		$3.43M Sell
9,005
-160
-2% -$62.6K 1.65% 17
2026
Q2 		$3.38M Hold
9,165
– – 1.66% 17
2026
Q1 		$3.94M Sell
9,165
-70
-0.8% -$31.3K 2.25% 13
2025
Q4 		$3.66M Buy
9,235
+6,163
+201% +$2.35M 2.05% 14
2025
Q3 		$1.09M Sell
3,072
-27
-0.9% -$8.6K 0.67% 24
2025
Q2 		$945K Buy
3,099
+230
+8% +$69.6K 0.64% 26
2025
Q1 		$827K Sell
2,869
-50
-2% -$13.2K 0.62% 26
2024
Q4 		$707K Hold
2,919
– – 0.5% 29
2024
Q3 		$709K Buy
2,919
+50
+2% +$11.4K 0.48% 30
2024
Q2 		$617K Hold
2,869
– – 0.44% 32
2024
Q1 		$590K Hold
2,869
– – 0.43% 34
2023
Q4 		$548K Sell
2,869
-170
-6% -$31.2K 0.44% 35
2023
Q3 		$521K Buy
3,039
+240
+9% +$42.9K 0.47% 35
2023
Q2 		$499K Hold
2,799
– – 0.41% 39
2023
Q1 		$513K Hold
2,799
– – 0.45% 39
2022
Q4 		$475K Sell
2,799
-400
-13% -$64.4K 0.45% 45
2022
Q3 		$495K Hold
3,199
– – 0.49% 41
2022
Q2 		$539K Hold
3,199
– – 0.51% 41
2022
Q1 		$578K Buy
3,199
+700
+28% +$123K 0.47% 44
2021
Q4 		$427K Buy
+2,499
New +$420K 0.35% 47

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Taylor & Morgan Wealth Management's GLD Position: Q3 2026 in Review

Taylor & Morgan Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q3 2026, selling an estimated $62.6K and leaving 9,005 shares worth $3.43M. The position accounts for 1.65% of the portfolio, ranked #17.

Taylor & Morgan Wealth Management first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.94M in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Taylor & Morgan Wealth Management held 9,005 shares of SPDR Gold Trust worth $3.43M as of Q3 2026.
  • Taylor & Morgan Wealth Management sold 160 SPDR Gold Trust shares in Q3 2026, an estimated $62.6K.
  • SPDR Gold Trust made up 1.65% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Taylor & Morgan Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Taylor & Morgan Wealth Management's SPDR Gold Trust position peaked at $3.94M in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.