Valley Wealth Managers’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.8K | Sell |
211
-331
| -61% | -$148K | 0.01% | 188 |
|
|
2025
Q4 | $215K | Buy |
542
+325
| +150% | +$124K | 0.01% | 177 |
|
|
2025
Q3 | $77.1K | Hold |
217
| – | – | 0.01% | 190 |
|
|
2025
Q2 | $66.1K | Sell |
217
-208
| -49% | -$63K | ﹤0.01% | 189 |
|
|
2025
Q1 | $122K | Hold |
425
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $103K | Buy |
425
+208
| +96% | +$51.1K | 0.01% | 189 |
|
|
2024
Q3 | $52.7K | Sell |
217
-95
| -30% | -$21.8K | ﹤0.01% | 216 |
|
|
2024
Q2 | $67.1K | Sell |
312
-60
| -16% | -$13K | 0.01% | 208 |
|
|
2024
Q1 | $76.5K | Sell |
372
-1,344
| -78% | -$258K | 0.01% | 202 |
|
|
2023
Q4 | $328K | Sell |
1,716
-104
| -6% | -$19.1K | 0.03% | 159 |
|
|
2023
Q3 | $312K | Buy |
1,820
+1,572
| +634% | +$281K | 0.03% | 158 |
|
|
2023
Q2 | $44.2K | Hold |
248
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $45.4K | Hold |
248
| – | – | ﹤0.01% | 222 |
|
|
2022
Q4 | $42.1K | Hold |
248
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $38K | Buy |
248
+60
| +32% | +$9.65K | ﹤0.01% | 257 |
|
|
2022
Q2 | $32K | Buy |
+188
| New | +$32.8K | ﹤0.01% | 276 |
|
|
2019
Q4 | – | Sell |
-1,519
| Closed | -$211K | – | 192 |
|
|
2019
Q3 | $211K | Buy |
+1,519
| New | +$211K | 0.02% | 183 |
|
|
2019
Q2 | – | Sell |
-4,964
| Closed | -$605K | – | 199 |
|
|
2019
Q1 | $605K | Buy |
4,964
+525
| +12% | +$64.7K | 0.07% | 138 |
|
|
2018
Q4 | $538K | Buy |
+4,439
| New | +$516K | 0.07% | 116 |
|
|
2018
Q3 | – | Sell |
-2,090
| Closed | -$248K | – | 117 |
|
|
2018
Q2 | $248K | Sell |
2,090
-100
| -5% | -$12.4K | 0.03% | 112 |
|
|
2018
Q1 | $275K | Sell |
2,190
-20
| -0.9% | -$2.52K | 0.03% | 107 |
|
|
2017
Q4 | $273K | Hold |
2,210
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $269K | Buy |
2,210
+120
| +6% | +$14.6K | 0.03% | 109 |
|
|
2017
Q2 | $247K | Sell |
2,090
-527
| -20% | -$63.1K | 0.03% | 117 |
|
|
2017
Q1 | $311K | Buy |
2,617
+527
| +25% | +$61.3K | 0.04% | 114 |
|
|
2016
Q4 | $229K | Sell |
2,090
-8
| -0.4% | -$929 | 0.03% | 115 |
|
|
2016
Q3 | $264K | Sell |
2,098
-76
| -3% | -$9.68K | 0.04% | 117 |
|
|
2016
Q2 | $275K | Hold |
2,174
| – | – | 0.04% | 111 |
|
|
2016
Q1 | $256K | Sell |
2,174
-350
| -14% | -$39.7K | 0.04% | 101 |
|
|
2015
Q4 | $256K | Sell |
2,524
-300
| -11% | -$31.7K | 0.05% | 96 |
|
|
2015
Q3 | $302K | Buy |
2,824
+500
| +22% | +$53.9K | 0.06% | 90 |
|
|
2015
Q2 | $261K | Hold |
2,324
| – | – | 0.05% | 97 |
|
|
2015
Q1 | $264K | Sell |
2,324
-300
| -11% | -$35.1K | 0.05% | 98 |
|
|
2014
Q4 | $298K | Sell |
2,624
-544
| -17% | -$62.8K | 0.05% | 96 |
|
|
2014
Q3 | $368K | Hold |
3,168
| – | – | 0.07% | 93 |
|
|
2014
Q2 | $406K | Hold |
3,168
| – | – | 0.08% | 94 |
|
|
2014
Q1 | $392K | Sell |
3,168
-75
| -2% | -$9.35K | 0.08% | 92 |
|
|
2013
Q4 | $377K | Sell |
3,243
-1,846
| -36% | -$227K | 0.08% | 93 |
|
|
2013
Q3 | $652K | Buy |
5,089
+140
| +3% | +$18K | 0.14% | 71 |
|
|
2013
Q2 | $589K | Buy |
+4,949
| New | +$678K | 0.13% | 74 |
|
Other funds holding GLD
Valley Wealth Managers's GLD Position: Q1 2026 in Review
Valley Wealth Managers reduced its SPDR Gold Trust (GLD) stake by 61% in Q1 2026, selling an estimated $148K and leaving 211 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #188.
Valley Wealth Managers first reported a position in GLD in Q2 2013 and has held it in 40 quarters since. The position peaked at $652K in Q3 2013. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Valley Wealth Managers held 211 shares of SPDR Gold Trust worth $90.8K as of Q1 2026.
- Valley Wealth Managers sold 331 SPDR Gold Trust shares in Q1 2026, an estimated $148K.
- SPDR Gold Trust made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #188 holding.
- Valley Wealth Managers first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 40 quarters since.
- Valley Wealth Managers's SPDR Gold Trust position peaked at $652K in Q3 2013.
- 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.
Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.