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WCG Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

WCG Wealth Advisors’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 		$9.12M Buy
21,187
+559
+3% +$250K 0.26% 99
2025
Q4 		$8.17M Buy
+20,628
New +$7.88M 0.23% 104
2022
Q4 		– Sell
-597
Closed -$238K – 202
2022
Q3 		$238K Sell
597
-1,345
-69% -$216K 0.03% 252
2022
Q2 		$327K Buy
+1,942
New +$339K 0.05% 202

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

WCG Wealth Advisors's GLD Position: Q1 2026 in Review

WCG Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2026, buying an estimated $250K and bringing the position to 21,187 shares worth $9.12M. The position accounts for 0.26% of the portfolio, ranked #99.

WCG Wealth Advisors first reported a position in GLD in Q2 2022 and has held it in 4 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WCG Wealth Advisors held 21,187 shares of SPDR Gold Trust worth $9.12M as of Q1 2026.
  • WCG Wealth Advisors bought 559 SPDR Gold Trust shares in Q1 2026, an estimated $250K.
  • SPDR Gold Trust made up 0.26% of WCG Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • WCG Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 4 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.