Westshore Wealth’s SPDR Gold Trust GLD Stock Holding History

Westshore Wealth’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	$568K	Sell	1,320 -2,210	-63%	-$990K	0.2%	46
2025 Q4	$1.4M	Sell	3,530 -15	-0.4%	-$5.73K	0.46%	31
2025 Q3	$1.26M	Sell	3,545 -35	-1%	-$11.2K	0.43%	31
2025 Q2	$1.09M	Sell	3,580 -100	-3%	-$30.3K	0.42%	30
2025 Q1	$1.06M	Hold	3,680	–	–	0.45%	26
2024 Q4	$891K	Hold	3,680	–	–	0.36%	26
2024 Q3	$894K	Hold	3,680	–	–	0.37%	25
2024 Q2	$791K	Hold	3,680	–	–	0.33%	24
2024 Q1	$757K	Hold	3,680	–	–	0.31%	28
2023 Q4	$704K	Hold	3,680	–	–	0.32%	25
2023 Q3	$631K	Sell	3,680 -276	-7%	-$49.3K	0.35%	24
2023 Q2	$705K	Sell	3,956 -305	-7%	-$56K	0.36%	26
2023 Q1	$781K	Hold	4,261	–	–	0.41%	26
2022 Q4	$723K	Hold	4,261	–	–	0.41%	28
2022 Q3	$659K	Sell	4,261 -245	-5%	-$39.4K	0.45%	22
2022 Q2	$759K	Hold	4,506	–	–	0.49%	24
2022 Q1	$814K	Buy	4,506 +100	+2%	+$17.5K	0.55%	24
2021 Q4	$753K	Buy	4,406 +1,050	+31%	+$176K	0.52%	25
2021 Q3	$551K	Hold	3,356	–	–	0.44%	30
2021 Q2	$556K	Buy	3,356 +380	+13%	+$64.6K	0.29%	61
2021 Q1	$476K	Buy	+2,976	New	+$500K	0.27%	63
2019 Q4	$442K	Buy	+3,092	New	+$432K	0.49%	42

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

Westshore Wealth's GLD Position: Q1 2026 in Review

Westshore Wealth reduced its SPDR Gold Trust (GLD) stake by 63% in Q1 2026, selling an estimated $990K and leaving 1,320 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #46.

Westshore Wealth first reported a position in GLD in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Westshore Wealth held 1,320 shares of SPDR Gold Trust worth $568K as of Q1 2026.
Westshore Wealth sold 2,210 SPDR Gold Trust shares in Q1 2026, an estimated $990K.
SPDR Gold Trust made up 0.2% of Westshore Wealth's portfolio in Q1 2026, its #46 holding.
Westshore Wealth first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 22 quarters since.
Westshore Wealth's SPDR Gold Trust position peaked at $1.4M in Q4 2025.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.