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Transform Wealth’s SPDR Gold Trust GLD Stock Holding History

Transform Wealth’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
2025
Q1 		$10.3M Buy
35,586
+127
+0.4% +$33.6K 0.62% 54
2024
Q4 		$8.59M Buy
35,459
+13,004
+58% +$3.2M 0.48% 53
2024
Q3 		$5.46M Sell
22,455
-96
-0.4% -$22K 0.36% 65
2024
Q2 		$4.85M Buy
22,551
+270
+1% +$58.4K 0.36% 70
2024
Q1 		$4.58M Sell
22,281
-1,193
-5% -$229K 0.44% 72
2023
Q4 		$4.49M Buy
23,474
+82
+0.4% +$15K 0.44% 76
2023
Q3 		$4.01M Sell
23,392
-22,810
-49% -$4.08M 0.42% 75
2023
Q2 		$8.24M Sell
46,202
-300
-0.6% -$55.1K 0.74% 41
2023
Q1 		$8.52M Buy
46,502
+23,471
+102% +$4.13M 0.8% 41
2022
Q4 		$3.91M Buy
+23,031
New +$3.71M 0.44% 70
2017
Q2 		– Sell
-4,493
Closed -$533K – 73
2017
Q1 		$533K Sell
4,493
-150
-3% -$17.4K 0.2% 148
2016
Q4 		$509K Buy
4,643
+700
+18% +$81.3K 0.2% 144
2016
Q3 		$495K Sell
3,943
-982
-20% -$125K 0.21% 134
2016
Q2 		$623K Buy
+4,925
New +$593K 0.26% 124

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Transform Wealth's GLD Position: Q1 2025 in Review

Transform Wealth increased its SPDR Gold Trust (GLD) stake by 0.36% in Q1 2025, buying an estimated $33.6K and bringing the position to 35,586 shares worth $10.3M. The position accounts for 0.62% of the portfolio, ranked #54.

Transform Wealth first reported a position in GLD in Q2 2016 and has held it in 14 quarters since. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Transform Wealth held 35,586 shares of SPDR Gold Trust worth $10.3M as of Q1 2025.
  • Transform Wealth bought 127 SPDR Gold Trust shares in Q1 2025, an estimated $33.6K.
  • SPDR Gold Trust made up 0.62% of Transform Wealth's portfolio in Q1 2025, its #54 holding.
  • Transform Wealth first reported a position in SPDR Gold Trust in Q2 2016 and has held it in 14 quarters since.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.