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Timmons Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Timmons 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
Q1 		– Sell
-66
Closed -$26.2K – 75
2025
Q4 		$26.2K Buy
+66
New +$25.2K 0.03% 60

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Timmons Wealth Management's GLD Position: Q1 2026 in Review

Timmons Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 66 shares — an estimated $26.2K sold.

Timmons Wealth Management first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $26.2K in Q4 2025. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Timmons Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Timmons Wealth Management sold 66 SPDR Gold Trust shares in Q1 2026, an estimated $26.2K.
  • Timmons Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
  • Timmons Wealth Management's SPDR Gold Trust position peaked at $26.2K in Q4 2025.
  • 3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Timmons Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.