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Total Clarity Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Total Clarity 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 		$3.23M Sell
7,513
-327
-4% -$146K 0.76% 38
2025
Q4 		$3.11M Sell
7,840
-448
-5% -$171K 0.75% 39
2025
Q3 		$2.95M Buy
8,288
+914
+12% +$291K 0.78% 35
2025
Q2 		$2.25M Buy
7,374
+4,399
+148% +$1.33M 0.64% 44
2025
Q1 		$720K Hold
2,975
– – 0.24% 108
2024
Q4 		$720K Sell
2,975
-67
-2% -$16.5K 0.23% 108
2024
Q3 		$739K Buy
3,042
+197
+7% +$45.1K 0.24% 114
2024
Q2 		$612K Sell
2,845
-510
-15% -$110K 0.21% 117
2024
Q1 		$690K Sell
3,355
-76
-2% -$14.6K 0.24% 113
2023
Q4 		$656K Sell
3,431
-109
-3% -$20K 0.27% 105
2023
Q3 		$607K Buy
3,540
+1,654
+88% +$296K 0.29% 95
2023
Q2 		$336K Buy
1,886
+431
+30% +$79.2K 0.17% 141
2023
Q1 		$267K Sell
1,455
-312
-18% -$54.9K 0.14% 140
2022
Q4 		$300K Sell
1,767
-1,309
-43% -$211K 0.15% 157
2022
Q3 		$476K Buy
3,076
+327
+12% +$52.6K 0.3% 89
2022
Q2 		$463K Buy
2,749
+955
+53% +$167K 0.24% 101
2022
Q1 		$324K Buy
1,794
+487
+37% +$85.4K 0.18% 153
2021
Q4 		$223K Buy
1,307
+140
+12% +$23.5K 0.1% 198
2021
Q3 		$192K Sell
1,167
-154
-12% -$25.8K 0.09% 217
2021
Q2 		$219K Sell
1,321
-4,372
-77% -$743K 0.12% 195
2021
Q1 		$911K Buy
5,693
+2,300
+68% +$387K 0.52% 44
2020
Q4 		$605K Sell
3,393
-239
-7% -$42.1K 0.42% 64
2020
Q3 		$643K Buy
3,632
+1,452
+67% +$261K 0.56% 50
2020
Q2 		$365K Buy
2,180
+121
+6% +$19.5K 0.34% 86
2020
Q1 		$305K Buy
2,059
+997
+94% +$148K 0.47% 71
2019
Q4 		$152K Buy
+1,062
New +$148K 0.11% 143

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

Total Clarity Wealth Management's GLD Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.2% in Q1 2026, selling an estimated $146K and leaving 7,513 shares worth $3.23M. The position accounts for 0.76% of the portfolio, ranked #38.

Total Clarity Wealth Management first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Total Clarity Wealth Management held 7,513 shares of SPDR Gold Trust worth $3.23M as of Q1 2026.
  • Total Clarity Wealth Management sold 327 SPDR Gold Trust shares in Q1 2026, an estimated $146K.
  • SPDR Gold Trust made up 0.76% of Total Clarity Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Total Clarity Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.