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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
2024
Q3 		– Sell
-6,500
Closed -$259K – 753
2024
Q2 		$259K Hold
6,500
– – 0.02% 538
2024
Q1 		$214K Buy
+6,500
New +$1.25M 0.02% 609

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.