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Williams Jones Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Williams Jones 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 		$10.1M Buy
23,539
+721
+3% +$323K 0.12% 98
2025
Q4 		$9.04M Buy
22,818
+628
+3% +$240K 0.1% 102
2025
Q3 		$7.89M Buy
22,190
+738
+3% +$235K 0.09% 108
2025
Q2 		$6.54M Sell
21,452
-310
-1% -$93.9K 0.08% 121
2025
Q1 		$6.27M Buy
21,762
+2,000
+10% +$529K 0.08% 124
2024
Q4 		$4.78M Buy
19,762
+108
+0.5% +$26.5K 0.06% 139
2024
Q3 		$4.78M Buy
19,654
+797
+4% +$183K 0.06% 139
2024
Q2 		$4.05M Buy
18,857
+2,415
+15% +$522K 0.05% 146
2024
Q1 		$3.38M Buy
16,442
+746
+5% +$143K 0.04% 151
2023
Q4 		$3M Buy
15,696
+190
+1% +$34.8K 0.04% 158
2023
Q3 		$2.66M Buy
15,506
+151
+1% +$27K 0.04% 164
2023
Q2 		$2.74M Sell
15,355
-290
-2% -$53.3K 0.04% 169
2023
Q1 		$2.87M Sell
15,645
-2,681
-15% -$472K 0.04% 172
2022
Q4 		$3.11M Sell
18,326
-3,164
-15% -$510K 0.05% 162
2022
Q3 		$3.32M Sell
21,490
-3,669
-15% -$590K 0.06% 156
2022
Q2 		$4.24M Buy
25,159
+910
+4% +$159K 0.07% 151
2022
Q1 		$4.38M Buy
24,249
+427
+2% +$74.9K 0.06% 147
2021
Q4 		$4.07M Sell
23,822
-615
-3% -$103K 0.05% 153
2021
Q3 		$4.01M Sell
24,437
-195
-0.8% -$32.6K 0.06% 152
2021
Q2 		$4.08M Sell
24,632
-2,550
-9% -$433K 0.06% 151
2021
Q1 		$4.35M Sell
27,182
-1,135
-4% -$191K 0.07% 147
2020
Q4 		$5.05M Sell
28,317
-4,390
-13% -$773K 0.08% 128
2020
Q3 		$5.79M Sell
32,707
-95,405
-74% -$17.1M 0.11% 107
2020
Q2 		$21.4M Buy
128,112
+85,794
+203% +$13.8M 0.44% 52
2020
Q1 		$6.26M Buy
42,318
+11,445
+37% +$1.7M 0.16% 83
2019
Q4 		$4.41M Sell
30,873
-3,500
-10% -$489K 0.08% 124
2019
Q3 		$4.77M Buy
+34,373
New +$4.78M 0.1% 120

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

Williams Jones Wealth Management's GLD Position: Q1 2026 in Review

Williams Jones Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.2% in Q1 2026, buying an estimated $323K and bringing the position to 23,539 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #98.

Williams Jones Wealth Management first reported a position in GLD in Q3 2019 and has held it in 27 quarters since. The position peaked at $21.4M in Q2 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Williams Jones Wealth Management held 23,539 shares of SPDR Gold Trust worth $10.1M as of Q1 2026.
  • Williams Jones Wealth Management bought 721 SPDR Gold Trust shares in Q1 2026, an estimated $323K.
  • SPDR Gold Trust made up 0.12% of Williams Jones Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Williams Jones Wealth Management first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's SPDR Gold Trust position peaked at $21.4M in Q2 2020.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.