Wescott Financial Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Wescott Financial Advisory 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
2026 Q1	$717K	Sell	1,667 -81	-5%	-$36.3K	0.06%	118
2025 Q4	$693K	Sell	1,748 -40	-2%	-$15.3K	0.06%	115
2025 Q3	$636K	Sell	1,788 -18	-1%	-$5.74K	0.06%	112
2025 Q2	$551K	Buy	1,806 +557	+45%	+$169K	0.05%	113
2025 Q1	$360K	Sell	1,249 -60	-5%	-$15.9K	0.04%	130
2024 Q4	$317K	Hold	1,309	–	–	0.03%	141
2024 Q3	$318K	Buy	1,309 +26	+2%	+$5.95K	0.03%	143
2024 Q2	$276K	Sell	1,283 -15	-1%	-$3.24K	0.03%	145
2024 Q1	$267K	Sell	1,298 -3	-0.2%	-$576	0.03%	142
2023 Q4	$249K	Hold	1,301	–	–	0.03%	146
2023 Q3	$223K	Sell	1,301 -35	-3%	-$6.26K	0.04%	143
2023 Q2	$238K	Buy	1,336 +7	+0.5%	+$1.29K	0.04%	146
2023 Q1	$243K	Hold	1,329	–	–	0.05%	137
2022 Q4	$225K	Sell	1,329 -59	-4%	-$9.5K	0.05%	137
2022 Q3	$215K	Hold	1,388	–	–	0.06%	126
2022 Q2	$234K	Hold	1,388	–	–	0.06%	118
2022 Q1	$251K	Buy	+1,388	New	+$244K	0.06%	112

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

Wescott Financial Advisory Group's GLD Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its SPDR Gold Trust (GLD) stake by 4.6% in Q1 2026, selling an estimated $36.3K and leaving 1,667 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #118.

Wescott Financial Advisory Group first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wescott Financial Advisory Group held 1,667 shares of SPDR Gold Trust worth $717K as of Q1 2026.
Wescott Financial Advisory Group sold 81 SPDR Gold Trust shares in Q1 2026, an estimated $36.3K.
SPDR Gold Trust made up 0.06% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #118 holding.
Wescott Financial Advisory Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.