Wilkinson Global Asset Management’s SPDR Gold Trust GLD Stock Holding History

Wilkinson Global Asset 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	$1.27M	Hold	2,948	–	–	0.1%	34
2025 Q4	$1.17M	Buy	2,948 +58	+2%	+$22.1K	0.08%	36
2025 Q3	$1.03M	Sell	2,890 -25	-0.9%	-$7.97K	0.06%	40
2025 Q2	$889K	Sell	2,915 -85	-3%	-$25.7K	0.06%	41
2025 Q1	$864K	Sell	3,000 -150	-5%	-$39.7K	0.05%	44
2024 Q4	$763K	Hold	3,150	–	–	0.05%	49
2024 Q3	$766K	Hold	3,150	–	–	0.05%	49
2024 Q2	$677K	Hold	3,150	–	–	0.04%	48
2024 Q1	$648K	Sell	3,150 -50	-2%	-$9.6K	0.04%	50
2023 Q4	$612K	Hold	3,200	–	–	0.04%	54
2023 Q3	$549K	Sell	3,200 -50	-2%	-$8.94K	0.04%	55
2023 Q2	$579K	Hold	3,250	–	–	0.04%	54
2023 Q1	$595K	Hold	3,250	–	–	0.05%	52
2022 Q4	$551K	Hold	3,250	–	–	0.05%	55
2022 Q3	$503K	Hold	3,250	–	–	0.05%	57
2022 Q2	$547K	Sell	3,250 -40	-1%	-$6.99K	0.05%	58
2022 Q1	$594K	Sell	3,290 -5	-0.2%	-$877	0.04%	57
2021 Q4	$563K	Hold	3,295	–	–	0.03%	63
2021 Q3	$541K	Sell	3,295 -550	-14%	-$92.1K	0.03%	63
2021 Q2	$637K	Buy	3,845 +950	+33%	+$161K	0.04%	62
2021 Q1	$463K	Buy	+2,895	New	+$487K	0.03%	67

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

Wilkinson Global Asset Management's GLD Position: Q1 2026 in Review

Wilkinson Global Asset Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,948 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #34.

Wilkinson Global Asset Management first reported a position in GLD in Q1 2021 and has held it in 21 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wilkinson Global Asset Management held 2,948 shares of SPDR Gold Trust worth $1.27M as of Q1 2026.
Wilkinson Global Asset Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.1% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #34 holding.
Wilkinson Global Asset Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 21 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.