ViaWealth’s SPDR Gold Trust GLD Stock Holding History

ViaWealth’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	$1.6M	Buy	3,723 +110	+3%	+$49.3K	0.89%	30
2025 Q4	$1.43M	Sell	3,613 -706	-16%	-$270K	0.81%	34
2025 Q3	$1.54M	Buy	4,319 +276	+7%	+$88K	0.84%	34
2025 Q2	$1.23M	Buy	4,043 +1,935	+92%	+$586K	0.73%	39
2025 Q1	$607K	Buy	+2,108	New	+$557K	0.38%	82
2023 Q1	–	Sell	-1,395	Closed	-$243K	–	154
2022 Q4	$243K	Buy	+1,395	New	+$225K	0.2%	137

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ViaWealth's GLD Position: Q1 2026 in Review

ViaWealth increased its SPDR Gold Trust (GLD) stake by 3% in Q1 2026, buying an estimated $49.3K and bringing the position to 3,723 shares worth $1.6M. The position accounts for 0.89% of the portfolio, ranked #30.

ViaWealth first reported a position in GLD in Q4 2022 and has held it in 6 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

ViaWealth held 3,723 shares of SPDR Gold Trust worth $1.6M as of Q1 2026.
ViaWealth bought 110 SPDR Gold Trust shares in Q1 2026, an estimated $49.3K.
SPDR Gold Trust made up 0.89% of ViaWealth's portfolio in Q1 2026, its #30 holding.
ViaWealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 6 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.