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Wealth Advisory Solutions’s SPDR Gold Trust GLD Stock Holding History

Wealth Advisory Solutions’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 		$3.78M Sell
8,789
-1,490
-14% -$667K 0.84% 35
2025
Q4 		$4.07M Sell
10,279
-2,455
-19% -$938K 0.95% 29
2025
Q3 		$4.53M Buy
12,734
+926
+8% +$295K 1.1% 24
2025
Q2 		$3.6M Sell
11,808
-2,697
-19% -$817K 0.91% 36
2025
Q1 		$4.18M Buy
14,505
+4
+0% +$1.06K 1.11% 23
2024
Q4 		$3.51M Sell
14,501
-908
-6% -$223K 0.98% 27
2024
Q3 		$3.75M Buy
15,409
+92
+0.6% +$21.1K 1.03% 27
2024
Q2 		$3.29M Buy
15,317
+55
+0.4% +$11.9K 0.89% 34
2024
Q1 		$3.14M Buy
+15,262
New +$2.93M 0.81% 36
2023
Q4 		– Sell
-15,076
Closed -$2.58M – 88
2023
Q3 		$2.58M Sell
15,076
-336
-2% -$60.1K 0.51% 43
2023
Q2 		$2.75M Buy
15,412
+104
+0.7% +$19.1K 0.73% 42
2023
Q1 		$2.8M Sell
15,308
-31
-0.2% -$5.46K 0.75% 40
2022
Q4 		$2.6M Sell
15,339
-73
-0.5% -$11.8K 0.7% 41
2022
Q3 		$2.38M Buy
15,412
+310
+2% +$49.9K 0.66% 47
2022
Q2 		$2.54M Buy
15,102
+520
+4% +$90.8K 0.63% 53
2022
Q1 		$2.63M Buy
+14,582
New +$2.56M 0.55% 53
2021
Q3 		$1.41M Buy
8,589
+1,533
+22% +$257K 0.31% 73
2021
Q2 		$1.17M Buy
+7,056
New +$1.2M 0.28% 84
2021
Q1 		– Sell
-4,956
Closed -$883K – 163
2020
Q4 		$883K Buy
4,956
+2,849
+135% +$502K 0.24% 70
2020
Q3 		$372K Buy
2,107
+498
+31% +$89.5K 0.1% 126
2020
Q2 		$269K Buy
1,609
+204
+15% +$32.9K 0.07% 151
2020
Q1 		$208K Sell
1,405
-628
-31% -$93.5K 0.07% 147
2019
Q4 		$290K Buy
+2,033
New +$284K 0.08% 150

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

Wealth Advisory Solutions's GLD Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $667K and leaving 8,789 shares worth $3.78M. The position accounts for 0.84% of the portfolio, ranked #35.

Wealth Advisory Solutions first reported a position in GLD in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.53M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wealth Advisory Solutions held 8,789 shares of SPDR Gold Trust worth $3.78M as of Q1 2026.
  • Wealth Advisory Solutions sold 1,490 SPDR Gold Trust shares in Q1 2026, an estimated $667K.
  • SPDR Gold Trust made up 0.84% of Wealth Advisory Solutions's portfolio in Q1 2026, its #35 holding.
  • Wealth Advisory Solutions first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 23 quarters since.
  • Wealth Advisory Solutions's SPDR Gold Trust position peaked at $4.53M in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.