U.S. Wealth Group’s SPDR Gold Trust GLD Stock Holding History

U.S. Wealth Group’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 Q4	$7.32M	Buy	18,462 +18	+0.1%	+$6.87K	4.82%	7
2025 Q3	$6.56M	Sell	18,444 -9,466	-34%	-$3.02M	4.28%	7
2025 Q2	$8.51M	Sell	27,910 -41,117	-60%	-$12.5M	6.63%	1
2025 Q1	$19.9M	Sell	69,027 -5,694	-8%	-$1.51M	15.76%	1
2024 Q4	$18.1M	Buy	+74,721	New	+$18.4M	13.68%	1

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Wealth Group's GLD Position: Q4 2025 in Review

U.S. Wealth Group increased its SPDR Gold Trust (GLD) stake by 0.1% in Q4 2025, buying an estimated $6.87K and bringing the position to 18,462 shares worth $7.32M. The position accounts for 4.82% of the portfolio, ranked #7.

U.S. Wealth Group first reported a position in GLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $19.9M in Q1 2025. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

U.S. Wealth Group held 18,462 shares of SPDR Gold Trust worth $7.32M as of Q4 2025.
U.S. Wealth Group bought 18 SPDR Gold Trust shares in Q4 2025, an estimated $6.87K.
SPDR Gold Trust made up 4.82% of U.S. Wealth Group's portfolio in Q4 2025, its #7 holding.
U.S. Wealth Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 5 quarters since.
U.S. Wealth Group's SPDR Gold Trust position peaked at $19.9M in Q1 2025.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.