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Wealthspire Advisors (New York)’s SPDR Gold Trust GLD Stock Holding History

Wealthspire Advisors (New York)’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 		$18.6M Sell
43,115
-11,031
-20% -$4.94M 0.15% 79
2025
Q4 		$21.5M Sell
54,146
-2,004
-4% -$765K 0.17% 72
2025
Q3 		$20M Buy
56,150
+3,633
+7% +$1.16M 0.1% 80
2025
Q2 		$16M Buy
52,517
+604
+1% +$183K 0.09% 89
2025
Q1 		$15M Buy
51,913
+1,858
+4% +$491K 0.09% 88
2024
Q4 		$12.1M Buy
50,055
+1,132
+2% +$278K 0.12% 87
2024
Q3 		$11.9M Buy
48,923
+3,112
+7% +$713K 0.12% 87
2024
Q2 		$9.85M Sell
45,811
-614
-1% -$133K 0.13% 81
2024
Q1 		$9.55M Sell
46,425
-191
-0.4% -$36.7K 0.13% 78
2023
Q4 		$8.91M Sell
46,616
-1,401
-3% -$257K 0.13% 77
2023
Q3 		$8.23M Buy
48,017
+394
+0.8% +$70.4K 0.14% 78
2023
Q2 		$8.49M Sell
47,623
-2,287
-5% -$420K 0.14% 76
2023
Q1 		$9.14M Buy
49,910
+632
+1% +$111K 0.16% 70
2022
Q4 		$8.36M Sell
49,278
-1,018
-2% -$164K 0.15% 78
2022
Q3 		$7.78M Sell
50,296
-1,807
-3% -$291K 0.16% 77
2022
Q2 		$8.78M Buy
52,103
+1,028
+2% +$180K 0.18% 64
2022
Q1 		$9.23M Buy
51,075
+2,512
+5% +$441K 0.21% 49
2021
Q4 		$8.3M Sell
48,563
-5,766
-11% -$968K 0.18% 55
2021
Q3 		$8.92M Buy
54,329
+3,862
+8% +$646K 0.19% 64
2021
Q2 		$8.36M Buy
50,467
+22,830
+83% +$3.88M 0.22% 53
2021
Q1 		$4.42M Buy
27,637
+5,137
+23% +$863K 0.1% 95
2020
Q4 		$4.01M Buy
22,500
+17,628
+362% +$3.1M 0.12% 84
2020
Q3 		$863K Buy
4,872
+1,110
+30% +$199K 0.05% 140
2020
Q2 		$630K Sell
3,762
-14,860
-80% -$2.4M 0.04% 137
2020
Q1 		$2.76M Buy
18,622
+16,460
+761% +$2.45M 0.12% 100
2019
Q4 		$309K Buy
+2,162
New +$302K 0.02% 146
2019
Q1 		– Sell
-686
Closed -$83K – 339
2018
Q4 		$83K Buy
+686
New +$79.7K 0.01% 123

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

Wealthspire Advisors (New York)'s GLD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its SPDR Gold Trust (GLD) stake by 20% in Q1 2026, selling an estimated $4.94M and leaving 43,115 shares worth $18.6M. The position accounts for 0.15% of the portfolio, ranked #79.

Wealthspire Advisors (New York) first reported a position in GLD in Q4 2018 and has held it in 27 quarters since. The position peaked at $21.5M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wealthspire Advisors (New York) held 43,115 shares of SPDR Gold Trust worth $18.6M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 11,031 SPDR Gold Trust shares in Q1 2026, an estimated $4.94M.
  • SPDR Gold Trust made up 0.15% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #79 holding.
  • Wealthspire Advisors (New York) first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s SPDR Gold Trust position peaked at $21.5M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.