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Wells Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Wells Financial 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 		$1.88M Sell
4,370
-5,523
-56% -$2.47M 8.55% 2
2025
Q4 		$3.92M Sell
9,893
-2,899
-23% -$1.11M 7.45% 3
2025
Q3 		$4.55M Sell
12,792
-229
-2% -$73K 6.09% 4
2025
Q2 		$3.97M Sell
13,021
-1,419
-10% -$430K 5.45% 4
2025
Q1 		$4.16M Buy
14,440
+1,109
+8% +$293K 5.74% 4
2024
Q4 		$3.23M Sell
13,331
-431
-3% -$106K 4.4% 7
2024
Q3 		$3.34M Sell
13,762
-14,943
-52% -$3.42M 4.52% 5
2024
Q2 		$6.17M Sell
28,705
-3,396
-11% -$735K 4.06% 9
2024
Q1 		$6.6M Buy
32,101
+456
+1% +$87.5K 4.5% 9
2023
Q4 		$6.05M Buy
31,645
+1,400
+5% +$257K 4.39% 10
2023
Q3 		$5.19M Sell
30,245
-48
-0.2% -$8.58K 4.03% 11
2023
Q2 		$5.4M Buy
30,293
+9,706
+47% +$1.78M 4.08% 10
2023
Q1 		$3.77M Buy
20,587
+7
+0% +$1.23K 3.01% 13
2022
Q4 		$3.49M Sell
20,580
-24,401
-54% -$3.93M 2.89% 12
2022
Q3 		$6.96M Sell
44,981
-1,198
-3% -$193K 6.74% 6
2022
Q2 		$7.78M Buy
46,179
+3,317
+8% +$579K 7.02% 6
2022
Q1 		$7.74M Buy
42,862
+808
+2% +$142K 6.46% 5
2021
Q4 		$7.19M Sell
42,054
-576
-1% -$96.7K 5.74% 7
2021
Q3 		$7M Buy
42,630
+292
+0.7% +$48.9K 5.91% 8
2021
Q2 		$7.01M Sell
42,338
-151
-0.4% -$25.7K 5.91% 8
2021
Q1 		$6.8M Buy
42,489
+397
+0.9% +$66.7K 6.1% 7
2020
Q4 		$7.51M Buy
+42,092
New +$7.41M 6.42% 5

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

Wells Financial Advisors's GLD Position: Q1 2026 in Review

Wells Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 56% in Q1 2026, selling an estimated $2.47M and leaving 4,370 shares worth $1.88M. The position accounts for 8.55% of the portfolio, ranked #2.

Wells Financial Advisors first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.78M in Q2 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Wells Financial Advisors held 4,370 shares of SPDR Gold Trust worth $1.88M as of Q1 2026.
  • Wells Financial Advisors sold 5,523 SPDR Gold Trust shares in Q1 2026, an estimated $2.47M.
  • SPDR Gold Trust made up 8.55% of Wells Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Wells Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Wells Financial Advisors's SPDR Gold Trust position peaked at $7.78M in Q2 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.