Wellington Management Group
GLD icon

Wellington Management Group’s SPDR Gold Trust GLD Stock Holding History

Wellington Management Group’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
2016
Q3 		– Sell
-1,275
Closed -$612K – 2203
2016
Q2 		$612K Buy
1,275
+214
+20% +$25.8K ﹤0.01% 1882
2016
Q1 		$339K Buy
+1,061
New +$120K ﹤0.01% 2016

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

Wellington Management Group's GLD Position: Q1 2026 in Review

Wellington Management Group reduced its SPDR Gold Trust (GLD) stake by 26% in Q1 2026, selling an estimated $10.2M and leaving 66,690 shares worth $28.7M. The position accounts for 0.01% of the portfolio, ranked #901.

Wellington Management Group first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. The position peaked at $169M in Q1 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wellington Management Group held 66,690 shares of SPDR Gold Trust worth $28.7M as of Q1 2026.
  • Wellington Management Group sold 22,855 SPDR Gold Trust shares in Q1 2026, an estimated $10.2M.
  • SPDR Gold Trust made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #901 holding.
  • Wellington Management Group first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
  • Wellington Management Group's SPDR Gold Trust position peaked at $169M in Q1 2022.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.