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Waypoint Wealth Counsel’s SPDR Gold Trust GLD Stock Holding History

Waypoint Wealth Counsel’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 		$9.85M Sell
22,888
-4,400
-16% -$1.97M 5.09% 2
2025
Q4 		$10.8M Sell
27,288
-979
-3% -$374K 3.97% 4
2025
Q3 		$10M Sell
28,267
-586
-2% -$187K 3.97% 4
2025
Q2 		$8.8M Buy
28,853
+101
+0.4% +$30.6K 4.36% 6
2025
Q1 		$8.28M Buy
28,752
+596
+2% +$158K 5.2% 5
2024
Q4 		$6.82M Sell
28,156
-289
-1% -$71K 4.45% 8
2024
Q3 		$6.91M Buy
28,445
+789
+3% +$181K 4.65% 6
2024
Q2 		$5.95M Buy
27,656
+1,124
+4% +$243K 4.55% 7
2024
Q1 		$5.46M Buy
26,532
+2,160
+9% +$415K 4.21% 7
2023
Q4 		$4.66M Buy
24,372
+1,729
+8% +$317K 3.97% 8
2023
Q3 		$3.88M Buy
22,643
+653
+3% +$117K 3.66% 8
2023
Q2 		$3.92M Sell
21,990
-2,689
-11% -$494K 3.51% 9
2023
Q1 		$4.52M Buy
24,679
+4,269
+21% +$751K 3.51% 9
2022
Q4 		$3.46M Buy
+20,410
New +$3.29M 2.79% 11

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

Waypoint Wealth Counsel's GLD Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its SPDR Gold Trust (GLD) stake by 16% in Q1 2026, selling an estimated $1.97M and leaving 22,888 shares worth $9.85M. The position accounts for 5.09% of the portfolio, ranked #2.

Waypoint Wealth Counsel first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Waypoint Wealth Counsel held 22,888 shares of SPDR Gold Trust worth $9.85M as of Q1 2026.
  • Waypoint Wealth Counsel sold 4,400 SPDR Gold Trust shares in Q1 2026, an estimated $1.97M.
  • SPDR Gold Trust made up 5.09% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #2 holding.
  • Waypoint Wealth Counsel first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's SPDR Gold Trust position peaked at $10.8M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.