Wills Financial Group’s SPDR Gold Trust GLD Stock Holding History

Wills Financial Group’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	$270K	Hold	627	–	–	0.1%	68
2025 Q4	$248K	Hold	627	–	–	0.1%	70
2025 Q3	$223K	Buy	+627	New	+$200K	0.09%	64
2015 Q2	–	Sell	-1,895	Closed	-$215K	–	82
2015 Q1	$215K	Sell	1,895 -295	-13%	-$34.5K	0.18%	71
2014 Q4	$248K	Sell	2,190 -420	-16%	-$48.5K	0.2%	69
2014 Q3	$303K	Sell	2,610 -65	-2%	-$8.01K	0.26%	65
2014 Q2	$343K	Sell	2,675 -100	-4%	-$12.4K	0.28%	65
2014 Q1	$343K	Buy	2,775 +175	+7%	+$21.8K	0.33%	57
2013 Q4	$301K	Buy	+2,600	New	+$319K	0.31%	55

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

Wills Financial Group's GLD Position: Q1 2026 in Review

Wills Financial Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 627 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #68.

Wills Financial Group first reported a position in GLD in Q4 2013 and has held it in 9 quarters since. The position peaked at $343K in Q2 2014. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wills Financial Group held 627 shares of SPDR Gold Trust worth $270K as of Q1 2026.
Wills Financial Group left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.1% of Wills Financial Group's portfolio in Q1 2026, its #68 holding.
Wills Financial Group first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 9 quarters since.
Wills Financial Group's SPDR Gold Trust position peaked at $343K in Q2 2014.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.