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

Wealth Preservation 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	$175K	Sell	407 -1,363	-77%	-$610K	0.15%	70
2025 Q4	$701K	Sell	1,770 -32	-2%	-$12.2K	0.35%	29
2025 Q3	$641K	Buy	1,802 +137	+8%	+$43.7K	0.37%	28
2025 Q2	$508K	Hold	1,665	–	–	0.31%	38
2025 Q1	$480K	Buy	+1,665	New	+$440K	0.34%	37

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 Preservation Advisors's GLD Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its SPDR Gold Trust (GLD) stake by 77% in Q1 2026, selling an estimated $610K and leaving 407 shares worth $175K. The position accounts for 0.15% of the portfolio, ranked #70.

Wealth Preservation Advisors first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $701K in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wealth Preservation Advisors held 407 shares of SPDR Gold Trust worth $175K as of Q1 2026.
Wealth Preservation Advisors sold 1,363 SPDR Gold Trust shares in Q1 2026, an estimated $610K.
SPDR Gold Trust made up 0.15% of Wealth Preservation Advisors's portfolio in Q1 2026, its #70 holding.
Wealth Preservation Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's SPDR Gold Trust position peaked at $701K in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.