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WealthShield Partners’s SPDR Gold Trust GLD Stock Holding History

WealthShield Partners’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 		$3.15M Sell
7,322
-127
-2% -$56.9K 0.35% 76
2025
Q4 		$2.95M Sell
7,449
-414
-5% -$158K 0.33% 88
2025
Q3 		$2.8M Buy
7,863
+882
+13% +$281K 0.32% 90
2025
Q2 		$2.13M Sell
6,981
-101
-1% -$30.6K 0.26% 109
2025
Q1 		$2.04M Buy
7,082
+2,377
+51% +$629K 0.26% 104
2024
Q4 		$1.14M Sell
4,705
-2,096
-31% -$515K 0.16% 136
2024
Q3 		$1.65M Buy
6,801
+2,221
+48% +$509K 0.22% 112
2024
Q2 		$985K Buy
4,580
+875
+24% +$189K 0.15% 147
2024
Q1 		$762K Sell
3,705
-2,209
-37% -$424K 0.12% 167
2023
Q4 		$1.13M Buy
5,914
+120
+2% +$22K 0.19% 134
2023
Q3 		$993K Buy
5,794
+181
+3% +$32.4K 0.15% 149
2023
Q2 		$1M Buy
5,613
+73
+1% +$13.4K 0.15% 146
2023
Q1 		$1.02M Sell
5,540
-89
-2% -$15.7K 0.16% 146
2022
Q4 		$955K Sell
5,629
-102
-2% -$16.4K 0.18% 134
2022
Q3 		$886K Sell
5,731
-23,663
-81% -$3.81M 0.18% 139
2022
Q2 		$4.95M Sell
29,394
-7,018
-19% -$1.23M 0.98% 24
2022
Q1 		$6.58M Sell
36,412
-35,006
-49% -$6.14M 1.05% 22
2021
Q4 		$12.2M Buy
71,418
+69,541
+3,705% +$11.7M 2.03% 7
2021
Q3 		$308K Buy
+1,877
New +$314K 0.08% 188
2021
Q2 		– Sell
-1,877
Closed -$300K – 916
2021
Q1 		$300K Sell
1,877
-5,307
-74% -$892K 0.05% 208
2020
Q4 		$1.28M Buy
7,184
+263
+4% +$46.3K 0.24% 89
2020
Q3 		$1.23M Buy
6,921
+4,329
+167% +$778K 0.43% 61
2020
Q2 		$434K Sell
2,592
-447
-15% -$72.1K 0.2% 112
2020
Q1 		$450K Sell
3,039
-550
-15% -$81.9K 0.28% 82
2019
Q4 		$513K Sell
3,589
-50
-1% -$6.99K 0.25% 90
2019
Q3 		$505K Buy
+3,639
New +$506K 0.27% 88
2018
Q2 		– Sell
-1,663
Closed -$209K – 254
2018
Q1 		$209K Buy
1,663
+32
+2% +$4.04K 0.13% 115
2017
Q4 		$204K Buy
+1,631
New +$198K 0.12% 125

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

WealthShield Partners's GLD Position: Q1 2026 in Review

WealthShield Partners reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q1 2026, selling an estimated $56.9K and leaving 7,322 shares worth $3.15M. The position accounts for 0.35% of the portfolio, ranked #76.

WealthShield Partners first reported a position in GLD in Q4 2017 and has held it in 28 quarters since. The position peaked at $12.2M in Q4 2021. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WealthShield Partners held 7,322 shares of SPDR Gold Trust worth $3.15M as of Q1 2026.
  • WealthShield Partners sold 127 SPDR Gold Trust shares in Q1 2026, an estimated $56.9K.
  • SPDR Gold Trust made up 0.35% of WealthShield Partners's portfolio in Q1 2026, its #76 holding.
  • WealthShield Partners first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's SPDR Gold Trust position peaked at $12.2M in Q4 2021.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.