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WESPAC Advisors’s SPDR Gold Trust GLD Stock Holding History

WESPAC 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 		$1.15M Sell
2,665
-552
-17% -$247K 0.63% 45
2025
Q4 		$1.27M Buy
3,217
+847
+36% +$323K 0.69% 45
2025
Q3 		$842K Buy
2,370
+637
+37% +$203K 0.49% 75
2025
Q2 		$528K Sell
1,733
-1,843
-52% -$558K 0.37% 107
2025
Q1 		$1.03M Sell
3,576
-16,139
-82% -$4.27M 0.84% 35
2024
Q4 		$4.77M Sell
19,715
-11,974
-38% -$2.94M 3.51% 1
2024
Q3 		$7.7M Sell
31,689
-1,133
-3% -$259K 5.7% 1
2024
Q2 		$7.06M Sell
32,822
-27,531
-46% -$5.95M 5.52% 1
2024
Q1 		$12.4M Buy
60,353
+6,534
+12% +$1.25M 7.23% 1
2023
Q4 		$10.3M Buy
53,819
+1,130
+2% +$207K 7.14% 1
2023
Q3 		$9.03M Sell
52,689
-4,895
-9% -$875K 6.76% 1
2023
Q2 		$10.3M Buy
57,584
+16,122
+39% +$2.96M 8.22% 1
2023
Q1 		$7.6M Buy
+41,462
New +$7.3M 7.15% 1
2022
Q4 		– Sell
-6,775
Closed -$1.05M – 72
2022
Q3 		$1.05M Sell
6,775
-31,561
-82% -$5.08M 1.41% 21
2022
Q2 		$6.46M Buy
38,336
+16,825
+78% +$2.94M 4.92% 4
2022
Q1 		$3.89M Buy
+21,511
New +$3.77M 4.21% 1
2020
Q4 		– Sell
-10,502
Closed -$1.86M – 150
2020
Q3 		$1.86M Buy
10,502
+587
+6% +$105K 2.3% 7
2020
Q2 		$1.66M Sell
9,915
-36
-0.4% -$5.81K 1.88% 12
2020
Q1 		$1.47M Buy
9,951
+29
+0.3% +$4.32K 3.53% 12
2019
Q4 		$1.42M Buy
9,922
+1,232
+14% +$172K 1.39% 32
2019
Q3 		$1.21M Buy
8,690
+3,568
+70% +$496K 1.2% 34
2019
Q2 		$682K Buy
+5,122
New +$633K 0.51% 57

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

WESPAC Advisors's GLD Position: Q1 2026 in Review

WESPAC Advisors reduced its SPDR Gold Trust (GLD) stake by 17% in Q1 2026, selling an estimated $247K and leaving 2,665 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #45.

WESPAC Advisors first reported a position in GLD in Q2 2019 and has held it in 22 quarters since. The position peaked at $12.4M in Q1 2024. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WESPAC Advisors held 2,665 shares of SPDR Gold Trust worth $1.15M as of Q1 2026.
  • WESPAC Advisors sold 552 SPDR Gold Trust shares in Q1 2026, an estimated $247K.
  • SPDR Gold Trust made up 0.63% of WESPAC Advisors's portfolio in Q1 2026, its #45 holding.
  • WESPAC Advisors first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 22 quarters since.
  • WESPAC Advisors's SPDR Gold Trust position peaked at $12.4M in Q1 2024.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.