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

Tradition 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 		$1.44M Buy
3,345
+173
+5% +$77.5K 0.1% 169
2025
Q4 		$1.26M Buy
3,172
+606
+24% +$231K 0.09% 174
2025
Q3 		$912K Sell
2,566
-4
-0.2% -$1.27K 0.07% 199
2025
Q2 		$783K Sell
2,570
-665
-21% -$201K 0.06% 209
2025
Q1 		$932K Sell
3,235
-212
-6% -$56.1K 0.08% 177
2024
Q4 		$835K Sell
3,447
-228
-6% -$56K 0.07% 185
2024
Q3 		$893K Buy
3,675
+69
+2% +$15.8K 0.08% 176
2024
Q2 		$775K Buy
3,606
+59
+2% +$12.8K 0.07% 179
2024
Q1 		$730K Sell
3,547
-59
-2% -$11.3K 0.07% 169
2023
Q4 		$689K Sell
3,606
-485
-12% -$88.9K 0.07% 149
2023
Q3 		$701K Sell
4,091
-300
-7% -$53.6K 0.08% 141
2023
Q2 		$783K Buy
4,391
+1,100
+33% +$202K 0.09% 139
2023
Q1 		$603K Sell
3,291
-267
-8% -$47K 0.08% 149
2022
Q4 		$604K Buy
3,558
+775
+28% +$125K 0.09% 143
2022
Q3 		$430K Sell
2,783
-400
-13% -$64.3K 0.06% 171
2022
Q2 		$536K Sell
3,183
-708
-18% -$124K 0.08% 159
2022
Q1 		$703K Buy
3,891
+594
+18% +$104K 0.09% 153
2021
Q4 		$564K Buy
3,297
+62
+2% +$10.4K 0.07% 173
2021
Q3 		$531K Buy
3,235
+100
+3% +$16.7K 0.08% 165
2021
Q2 		$519K Buy
3,135
+41
+1% +$6.97K 0.08% 173
2021
Q1 		$495K Buy
3,094
+3
+0.1% +$504 0.09% 161
2020
Q4 		$551K Buy
+3,091
New +$544K 0.11% 140

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

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

Tradition Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.5% in Q1 2026, buying an estimated $77.5K and bringing the position to 3,345 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #169.

Tradition Wealth Management first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Tradition Wealth Management held 3,345 shares of SPDR Gold Trust worth $1.44M as of Q1 2026.
  • Tradition Wealth Management bought 173 SPDR Gold Trust shares in Q1 2026, an estimated $77.5K.
  • SPDR Gold Trust made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Tradition Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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