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WBH Advisory’s SPDR Gold Trust GLD Stock Holding History

WBH Advisory’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 		$564K Sell
1,289
-23
-2% -$10.3K 0.04% 227
2025
Q4 		$520K Buy
1,312
+202
+18% +$77.1K 0.04% 230
2025
Q3 		$395K Sell
1,110
-11
-1% -$3.5K 0.03% 261
2025
Q2 		$342K Buy
1,121
+69
+7% +$20.9K 0.03% 273
2025
Q1 		$303K Sell
1,052
-141
-12% -$37.3K 0.03% 274
2024
Q4 		$289K Sell
1,193
-137
-10% -$33.7K 0.03% 272
2024
Q3 		$323K Buy
1,330
+100
+8% +$22.9K 0.03% 257
2024
Q2 		$264K Buy
+1,230
New +$266K 0.03% 269
2023
Q3 		– Sell
-1,339
Closed -$239K – 294
2023
Q2 		$239K Hold
1,339
– – 0.03% 274
2023
Q1 		$245K Buy
+1,339
New +$236K 0.03% 278
2021
Q4 		– Sell
-1,794
Closed -$295K – 312
2021
Q3 		$295K Sell
1,794
-150
-8% -$25.1K 0.04% 248
2021
Q2 		$327K Sell
1,944
-800
-29% -$136K 0.05% 216
2021
Q1 		$439K Buy
+2,744
New +$461K 0.07% 190
2016
Q4 		– Sell
-1,661
Closed -$208K – 224
2016
Q3 		$208K Buy
+1,661
New +$212K 0.07% 212
2014
Q4 		– Sell
-1,913
Closed -$222K – 213
2014
Q3 		$222K Hold
1,913
– – 0.08% 190
2014
Q2 		$244K Hold
1,913
– – 0.09% 184
2014
Q1 		$236K Sell
1,913
-249
-12% -$31K 0.09% 184
2013
Q4 		$251K Buy
2,162
+249
+13% +$30.6K 0.1% 177
2013
Q3 		$245K Sell
1,913
-1,002
-34% -$129K 0.11% 167
2013
Q2 		$347K Buy
+2,915
New +$399K 0.16% 138

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

WBH Advisory's GLD Position: Q1 2026 in Review

WBH Advisory reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q1 2026, selling an estimated $10.3K and leaving 1,289 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #227.

WBH Advisory first reported a position in GLD in Q2 2013 and has held it in 20 quarters since. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WBH Advisory held 1,289 shares of SPDR Gold Trust worth $564K as of Q1 2026.
  • WBH Advisory sold 23 SPDR Gold Trust shares in Q1 2026, an estimated $10.3K.
  • SPDR Gold Trust made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #227 holding.
  • WBH Advisory first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 20 quarters since.
  • 3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.