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Wealth Management Associates’s SPDR Gold Trust GLD Stock Holding History

Wealth Management Associates’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 		$6.83M Buy
15,869
+1,221
+8% +$547K 2.36% 9
2025
Q4 		$5.81M Sell
14,648
-203
-1% -$77.5K 2.02% 10
2025
Q3 		$5.28M Buy
14,851
+359
+2% +$114K 1.87% 13
2025
Q2 		$4.42M Sell
14,492
-416
-3% -$126K 1.72% 14
2025
Q1 		$4.3M Buy
14,908
+638
+4% +$169K 1.84% 14
2024
Q4 		$3.46M Buy
14,270
+3,581
+34% +$880K 1.48% 15
2024
Q3 		$2.6M Buy
10,689
+287
+3% +$65.7K 1.14% 17
2024
Q2 		$2.24M Hold
10,402
– – 1.05% 19
2024
Q1 		$2.24M Sell
10,402
-347
-3% -$66.6K 1.05% 19
2023
Q4 		$2.05M Sell
10,749
-148
-1% -$27.1K 1.08% 19
2023
Q3 		$1.87M Sell
10,897
-185
-2% -$33.1K 1.09% 20
2023
Q2 		$1.98M Buy
11,082
+483
+5% +$88.7K 1.12% 20
2023
Q1 		$1.94M Buy
10,599
+6
+0.1% +$1.06K 1.2% 19
2022
Q4 		$1.8M Sell
10,593
-414
-4% -$66.7K 1.2% 20
2022
Q3 		$1.7M Buy
11,007
+133
+1% +$21.4K 1.2% 17
2022
Q2 		$1.83M Buy
10,874
+498
+5% +$87K 1.25% 18
2022
Q1 		$1.87M Buy
10,376
+148
+1% +$26K 1.06% 19
2021
Q4 		$1.75M Buy
10,228
+503
+5% +$84.4K 0.94% 21
2021
Q3 		$1.6M Sell
9,725
-215
-2% -$36K 0.93% 21
2021
Q2 		$1.65M Sell
9,940
-34
-0.3% -$5.78K 0.93% 19
2021
Q1 		$1.6M Buy
9,974
+194
+2% +$32.6K 1.01% 19
2020
Q4 		$1.74M Sell
9,780
-5,974
-38% -$1.05M 1.15% 18
2020
Q3 		$2.79M Buy
15,754
+2,470
+19% +$444K 2.16% 12
2020
Q2 		$2.22M Buy
13,284
+757
+6% +$122K 1.87% 13
2020
Q1 		$1.85M Buy
12,527
+4,400
+54% +$655K 1.87% 15
2019
Q4 		$1.16M Buy
8,127
+791
+11% +$111K 0.83% 28
2019
Q3 		$1.02M Buy
7,336
+86
+1% +$12K 0.82% 28
2019
Q2 		$966K Sell
7,250
-147
-2% -$18.2K 0.96% 30
2019
Q1 		$903K Sell
7,397
-732
-9% -$90.2K 0.98% 28
2018
Q4 		$986K Buy
+8,129
New +$944K 1.33% 23

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 Management Associates's GLD Position: Q1 2026 in Review

Wealth Management Associates increased its SPDR Gold Trust (GLD) stake by 8.3% in Q1 2026, buying an estimated $547K and bringing the position to 15,869 shares worth $6.83M. The position accounts for 2.36% of the portfolio, ranked #9.

Wealth Management Associates first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wealth Management Associates held 15,869 shares of SPDR Gold Trust worth $6.83M as of Q1 2026.
  • Wealth Management Associates bought 1,221 SPDR Gold Trust shares in Q1 2026, an estimated $547K.
  • SPDR Gold Trust made up 2.36% of Wealth Management Associates's portfolio in Q1 2026, its #9 holding.
  • Wealth Management Associates first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.