Wealth Alliance’s SPDR Gold Trust GLD Stock Holding History

Wealth Alliance’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	$432K	Sell	1,003 -241	-19%	-$108K	0.04%	324
2025 Q4	$493K	Sell	1,244 -150	-11%	-$57.3K	0.05%	305
2025 Q3	$496K	Buy	1,394 +158	+13%	+$50.4K	0.05%	305
2025 Q2	$377K	Sell	1,236 -2,323	-65%	-$703K	0.04%	355
2025 Q1	$1.03M	Buy	3,559 +1,000	+39%	+$264K	0.12%	159
2024 Q4	$620K	Buy	2,559 +100	+4%	+$24.6K	0.07%	227
2024 Q3	$598K	Sell	2,459 -500	-17%	-$115K	0.07%	236
2024 Q2	$636K	Buy	2,959 +798	+37%	+$173K	0.08%	217
2024 Q1	$445K	Buy	2,161 +25	+1%	+$4.8K	0.06%	294
2023 Q4	$408K	Buy	+2,136	New	+$391K	0.06%	298

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

Wealth Alliance's GLD Position: Q1 2026 in Review

Wealth Alliance reduced its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, selling an estimated $108K and leaving 1,003 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #324.

Wealth Alliance first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wealth Alliance held 1,003 shares of SPDR Gold Trust worth $432K as of Q1 2026.
Wealth Alliance sold 241 SPDR Gold Trust shares in Q1 2026, an estimated $108K.
SPDR Gold Trust made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #324 holding.
Wealth Alliance first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Wealth Alliance's SPDR Gold Trust position peaked at $1.03M in Q1 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.