Wealth Effects’s SPDR Gold Trust GLD Stock Holding History

Wealth Effects’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	$416K	Sell	967 -507	-34%	-$227K	0.15%	126
2025 Q4	$584K	Buy	1,474 +63	+4%	+$24.1K	0.18%	99
2025 Q3	$502K	Buy	1,411 +32	+2%	+$10.2K	0.16%	110
2025 Q2	$420K	Sell	1,379 -1,029	-43%	-$312K	0.16%	114
2025 Q1	$694K	Buy	2,408 +200	+9%	+$52.9K	0.29%	71
2024 Q4	$535K	Buy	2,208 +195	+10%	+$47.9K	0.19%	101
2024 Q3	$489K	Buy	2,013 +25	+1%	+$5.72K	0.17%	109
2024 Q2	$427K	Sell	1,988 -745	-27%	-$161K	0.15%	119
2024 Q1	$562K	Sell	2,733 -748	-21%	-$144K	0.21%	97
2023 Q4	$665K	Buy	+3,481	New	+$638K	0.25%	93

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 Effects's GLD Position: Q1 2026 in Review

Wealth Effects reduced its SPDR Gold Trust (GLD) stake by 34% in Q1 2026, selling an estimated $227K and leaving 967 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #126.

Wealth Effects first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $694K in Q1 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wealth Effects held 967 shares of SPDR Gold Trust worth $416K as of Q1 2026.
Wealth Effects sold 507 SPDR Gold Trust shares in Q1 2026, an estimated $227K.
SPDR Gold Trust made up 0.15% of Wealth Effects's portfolio in Q1 2026, its #126 holding.
Wealth Effects first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Wealth Effects's SPDR Gold Trust position peaked at $694K in Q1 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.