WealthTrust Asset Management’s SPDR Gold Trust GLD Stock Holding History

WealthTrust Asset Management’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	$2.06M	Sell	4,778 -19	-0.4%	-$8.51K	1.23%	18
2025 Q4	$1.9M	Sell	4,797 -250	-5%	-$95.5K	1.33%	18
2025 Q3	$1.79M	Sell	5,047 -213	-4%	-$67.9K	1.24%	18
2025 Q2	$1.6M	Sell	5,260 -2,303	-30%	-$697K	1.2%	18
2025 Q1	$2.18M	Buy	7,563 +1,926	+34%	+$509K	1.62%	14
2024 Q4	$1.36M	Sell	5,637 -7,582	-57%	-$1.86M	0.98%	25
2024 Q3	$3.21M	Buy	13,219 +1,646	+14%	+$377K	2.39%	9
2024 Q2	$2.49M	Buy	11,573 +372	+3%	+$80.5K	1.82%	16
2024 Q1	$2.3M	Sell	11,201 -11,989	-52%	-$2.3M	1.75%	15
2023 Q4	$4.43M	Sell	23,190 -2,047	-8%	-$375K	3.73%	7
2023 Q3	$4.33M	Sell	25,237 -211	-0.8%	-$37.7K	4.03%	6
2023 Q2	$4.54M	Buy	25,448 +4,333	+21%	+$796K	4.11%	6
2023 Q1	$3.87M	Buy	21,115 +5,053	+31%	+$889K	3.68%	6
2022 Q4	$2.72M	Sell	16,062 -1,595	-9%	-$257K	2.64%	10
2022 Q3	$2.73M	Sell	17,657 -2,130	-11%	-$343K	2.88%	7
2022 Q2	$3.33M	Buy	19,787 +16,439	+491%	+$2.87M	3.15%	9
2022 Q1	$605K	Sell	3,348 -6,645	-66%	-$1.17M	0.43%	43
2021 Q4	$1.71M	Sell	9,993 -159	-2%	-$26.7K	1.14%	33
2021 Q3	$1.67M	Sell	10,152 -52	-0.5%	-$8.71K	1.48%	27
2021 Q2	$1.69M	Buy	+10,204	New	+$1.73M	1.47%	31

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

WealthTrust Asset Management's GLD Position: Q1 2026 in Review

WealthTrust Asset Management reduced its SPDR Gold Trust (GLD) stake by 0.4% in Q1 2026, selling an estimated $8.51K and leaving 4,778 shares worth $2.06M. The position accounts for 1.23% of the portfolio, ranked #18.

WealthTrust Asset Management first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.54M in Q2 2023. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

WealthTrust Asset Management held 4,778 shares of SPDR Gold Trust worth $2.06M as of Q1 2026.
WealthTrust Asset Management sold 19 SPDR Gold Trust shares in Q1 2026, an estimated $8.51K.
SPDR Gold Trust made up 1.23% of WealthTrust Asset Management's portfolio in Q1 2026, its #18 holding.
WealthTrust Asset Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
WealthTrust Asset Management's SPDR Gold Trust position peaked at $4.54M in Q2 2023.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.