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WealthTrust Axiom’s SPDR Gold Trust GLD Stock Holding History

WealthTrust Axiom’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 		$280K Hold
650
– – 0.07% 217
2025
Q4 		$258K Sell
650
-46
-7% -$17.6K 0.07% 216
2025
Q3 		$247K Buy
+696
New +$222K 0.07% 221
2013
Q4 		– Sell
-1,702
Closed -$218K – 198
2013
Q3 		$218K Hold
1,702
– – 0.09% 147
2013
Q2 		$202K Buy
+1,702
New +$233K 0.09% 152

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

WealthTrust Axiom's GLD Position: Q1 2026 in Review

WealthTrust Axiom held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 650 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #217.

WealthTrust Axiom first reported a position in GLD in Q2 2013 and has held it in 5 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WealthTrust Axiom held 650 shares of SPDR Gold Trust worth $280K as of Q1 2026.
  • WealthTrust Axiom left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.07% of WealthTrust Axiom's portfolio in Q1 2026, its #217 holding.
  • WealthTrust Axiom first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 5 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.