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TruWealth Advisors’s SPDR Gold Trust GLD Stock Holding History

TruWealth Advisors’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 		$380K Hold
882
– – 0.02% 135
2025
Q4 		$350K Hold
882
– – 0.02% 142
2025
Q3 		$314K Hold
882
– – 0.02% 144
2025
Q2 		$269K Buy
882
+91
+12% +$27.6K 0.01% 146
2025
Q1 		$228K Buy
+791
New +$209K 0.01% 150

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

TruWealth Advisors's GLD Position: Q1 2026 in Review

TruWealth Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 882 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #135.

TruWealth Advisors first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • TruWealth Advisors held 882 shares of SPDR Gold Trust worth $380K as of Q1 2026.
  • TruWealth Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #135 holding.
  • TruWealth Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.