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Vance Wealth’s SPDR Gold Trust GLD Stock Holding History

Vance 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
2026
Q1 		$445K Hold
1,034
– – 0.13% 76
2025
Q4 		$410K Sell
1,034
-84
-8% -$32.1K 0.12% 79
2025
Q3 		$397K Hold
1,118
– – 0.12% 78
2025
Q2 		$341K Hold
1,118
– – 0.12% 85
2025
Q1 		$322K Sell
1,118
-19
-2% -$5.03K 0.12% 83
2024
Q4 		$275K Sell
1,137
-295
-21% -$72.5K 0.11% 82
2024
Q3 		$348K Sell
1,432
-200
-12% -$45.8K 0.13% 73
2024
Q2 		$351K Buy
1,632
+95
+6% +$20.5K 0.14% 67
2024
Q1 		$316K Buy
1,537
+200
+15% +$38.4K 0.13% 68
2023
Q4 		$256K Sell
1,337
-110
-8% -$20.2K 0.11% 72
2023
Q3 		$248K Buy
1,447
+200
+16% +$35.8K 0.12% 70
2023
Q2 		$222K Hold
1,247
– – 0.1% 75
2023
Q1 		$228K Hold
1,247
– – 0.12% 66
2022
Q4 		$212K Buy
+1,247
New +$201K 0.13% 69

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

Vance Wealth's GLD Position: Q1 2026 in Review

Vance Wealth held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,034 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #76.

Vance Wealth first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Vance Wealth held 1,034 shares of SPDR Gold Trust worth $445K as of Q1 2026.
  • Vance Wealth left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.13% of Vance Wealth's portfolio in Q1 2026, its #76 holding.
  • Vance Wealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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