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Wealthstar Advisors’s SPDR Gold Trust GLD Stock Holding History

Wealthstar 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 		$902K Sell
2,095
-234
-10% -$105K 0.42% 56
2025
Q4 		$923K Sell
2,329
-2,399
-51% -$916K 0.41% 48
2025
Q3 		$1.68M Buy
4,728
+120
+3% +$38.2K 0.66% 31
2025
Q2 		$1.4M Hold
4,608
– – 0.53% 41
2025
Q1 		$1.33M Buy
4,608
+49
+1% +$13K 0.61% 39
2024
Q4 		$1.1M Buy
+4,559
New +$1.12M 0.48% 45
2024
Q2 		– Sell
-4,396
Closed -$904K – 64
2024
Q1 		$904K Hold
4,396
– – 0.31% 47
2023
Q4 		$840K Sell
4,396
-324
-7% -$59.4K 0.13% 49
2023
Q3 		$809K Sell
4,720
-779
-14% -$139K 0.31% 37
2023
Q2 		$980K Sell
5,499
-171
-3% -$31.4K 0.41% 29
2023
Q1 		$1.04M Hold
5,670
– – 0.39% 27
2022
Q4 		$962K Hold
5,670
– – 0.44% 29
2022
Q3 		$877K Sell
5,670
-67
-1% -$10.8K 0.42% 31
2022
Q2 		$965K Buy
5,737
+80
+1% +$14K 0.37% 34
2022
Q1 		$1.02M Sell
5,657
-30,137
-84% -$5.29M 0.38% 37
2021
Q4 		$6.11M Sell
35,794
-253
-0.7% -$42.5K 2.1% 13
2021
Q3 		$5.93M Buy
36,047
+14,009
+64% +$2.35M 1.79% 9
2021
Q2 		$3.65M Buy
+22,038
New +$3.74M 1.14% 11
2020
Q1 		$670K Sell
4,522
-60
-1% -$8.93K 0.47% 20
2019
Q4 		$656K Buy
4,582
+1,340
+41% +$187K 0.4% 22
2019
Q3 		$450K Buy
3,242
+245
+8% +$34.1K 0.25% 30
2019
Q2 		$399K Buy
2,997
+827
+38% +$102K 0.23% 30
2019
Q1 		$265K Buy
2,170
+407
+23% +$50.1K 0.16% 45
2018
Q4 		$213K Sell
1,763
-20
-1% -$2.32K 0.16% 47
2018
Q3 		$201K Hold
1,783
– – 0.12% 56
2018
Q2 		$204K Buy
+1,783
New +$221K 0.06% 58

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

Wealthstar Advisors's GLD Position: Q1 2026 in Review

Wealthstar Advisors reduced its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, selling an estimated $105K and leaving 2,095 shares worth $902K. The position accounts for 0.42% of the portfolio, ranked #56.

Wealthstar Advisors first reported a position in GLD in Q2 2018 and has held it in 26 quarters since. The position peaked at $6.11M in Q4 2021. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wealthstar Advisors held 2,095 shares of SPDR Gold Trust worth $902K as of Q1 2026.
  • Wealthstar Advisors sold 234 SPDR Gold Trust shares in Q1 2026, an estimated $105K.
  • SPDR Gold Trust made up 0.42% of Wealthstar Advisors's portfolio in Q1 2026, its #56 holding.
  • Wealthstar Advisors first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 26 quarters since.
  • Wealthstar Advisors's SPDR Gold Trust position peaked at $6.11M in Q4 2021.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.