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Wedgewood Investors’s SPDR Gold Trust GLD Stock Holding History

Wedgewood Investors’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 		$1.91M Hold
4,450
– – 2.2% 14
2025
Q4 		$1.76M Sell
4,450
-100
-2% -$38.2K 2.01% 15
2025
Q3 		$1.62M Sell
4,550
-200
-4% -$63.7K 1.77% 17
2025
Q2 		$1.45M Hold
4,750
– – 1.67% 16
2025
Q1 		$1.37M Sell
4,750
-50
-1% -$13.2K 1.62% 17
2024
Q4 		$1.16M Buy
4,800
+200
+4% +$49.1K 1.37% 18
2024
Q3 		$1.12M Hold
4,600
– – 1.22% 22
2024
Q2 		$989K Buy
+4,600
New +$995K 1.17% 22
2023
Q4 		$889K Sell
4,650
-100
-2% -$18.3K 1.11% 27
2023
Q3 		$814K Sell
4,750
-275
-5% -$49.2K 1.1% 26
2023
Q2 		$896K Sell
5,025
-150
-3% -$27.6K 1.15% 28
2023
Q1 		$948K Sell
5,175
-250
-5% -$44K 1.24% 24
2022
Q4 		$920K Hold
5,425
– – 1.21% 26
2022
Q3 		$839K Sell
5,425
-50
-0.9% -$8.04K 1.29% 25
2022
Q2 		$922K Sell
5,475
-100
-2% -$17.5K 1.3% 23
2022
Q1 		$1.01M Buy
+5,575
New +$978K 1.22% 25

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

Wedgewood Investors's GLD Position: Q1 2026 in Review

Wedgewood Investors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 4,450 shares worth $1.91M. The position accounts for 2.2% of the portfolio, ranked #14.

Wedgewood Investors first reported a position in GLD in Q1 2022 and has held it in 16 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wedgewood Investors held 4,450 shares of SPDR Gold Trust worth $1.91M as of Q1 2026.
  • Wedgewood Investors left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 2.2% of Wedgewood Investors's portfolio in Q1 2026, its #14 holding.
  • Wedgewood Investors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 16 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.