WWM
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Western Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Western Wealth Management’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 		$21.4M Buy
49,670
+3,651
+8% +$1.64M 0.81% 21
2025
Q4 		$18.2M Buy
46,019
+21,123
+85% +$8.07M 0.84% 23
2025
Q3 		$8.85M Buy
24,896
+1,495
+6% +$476K 0.47% 41
2025
Q2 		$7.13M Sell
23,401
-203
-0.9% -$61.5K 0.42% 41
2025
Q1 		$6.8M Buy
23,604
+281
+1% +$74.3K 0.45% 46
2024
Q4 		$5.65M Sell
23,323
-708
-3% -$174K 0.37% 49
2024
Q3 		$5.84M Buy
24,031
+1,748
+8% +$400K 0.33% 58
2024
Q2 		$4.79M Buy
22,283
+177
+0.8% +$38.3K 0.36% 54
2024
Q1 		$4.55M Sell
22,106
-1,019
-4% -$196K 0.35% 60
2023
Q4 		$4.42M Buy
23,125
+867
+4% +$159K 0.32% 66
2023
Q3 		$3.82M Sell
22,258
-918
-4% -$164K 0.32% 65
2023
Q2 		$4.13M Sell
23,176
-306
-1% -$56.2K 0.35% 58
2023
Q1 		$4.3M Buy
23,482
+2,437
+12% +$429K 0.4% 52
2022
Q4 		$3.57M Sell
21,045
-19,327
-48% -$3.11M 0.36% 55
2022
Q3 		$6.24M Sell
40,372
-559
-1% -$89.9K 0.36% 54
2022
Q2 		$6.88M Sell
40,931
-1,305
-3% -$228K 0.4% 51
2022
Q1 		$7.63M Buy
42,236
+20,922
+98% +$3.67M 0.37% 56
2021
Q4 		$3.64M Buy
+21,314
New +$3.58M 0.36% 54
2021
Q2 		$4.73M Buy
28,569
+6,162
+28% +$1.05M 0.49% 38
2021
Q1 		$3.58M Sell
22,407
-3,234
-13% -$544K 0.48% 36
2020
Q4 		$4.57M Sell
25,641
-7,046
-22% -$1.24M 0.67% 23
2020
Q3 		$5.79M Buy
32,687
+1,378
+4% +$248K 0.95% 19
2020
Q2 		$5.24M Buy
31,309
+13,498
+76% +$2.18M 0.95% 20
2020
Q1 		$2.63M Buy
17,811
+3,773
+27% +$562K 0.6% 31
2019
Q4 		$2.01M Buy
14,038
+1,525
+12% +$213K 0.3% 74
2019
Q3 		$1.74M Sell
12,513
-588
-4% -$81.8K 0.36% 63
2019
Q2 		$1.77M Buy
13,101
+2,466
+23% +$305K 0.23% 87
2019
Q1 		$1.29M Sell
10,635
-158
-1% -$19.5K 0.29% 86
2018
Q4 		$1.3M Buy
+10,793
New +$1.25M 0.35% 67

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

Western Wealth Management's GLD Position: Q1 2026 in Review

Western Wealth Management increased its SPDR Gold Trust (GLD) stake by 7.9% in Q1 2026, buying an estimated $1.64M and bringing the position to 49,670 shares worth $21.4M. The position accounts for 0.81% of the portfolio, ranked #21.

Western Wealth Management first reported a position in GLD in Q4 2018 and has held it in 29 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Western Wealth Management held 49,670 shares of SPDR Gold Trust worth $21.4M as of Q1 2026.
  • Western Wealth Management bought 3,651 SPDR Gold Trust shares in Q1 2026, an estimated $1.64M.
  • SPDR Gold Trust made up 0.81% of Western Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Western Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 29 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.