Wilmar Advisors’s SPDR Gold Trust GLD Stock Holding History

Wilmar Advisors’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	$1.29M	Hold	3,000	–	–	1.12%	14
2025 Q4	$1.19M	Hold	3,000	–	–	0.93%	15
2025 Q3	$1.07M	Hold	3,000	–	–	0.88%	15
2025 Q2	$914K	Sell	3,000 -1,000	-25%	-$303K	0.87%	14
2025 Q1	$1.15M	Sell	4,000 -2,000	-33%	-$529K	1.19%	12
2024 Q4	$1.45M	Buy	+6,000	New	+$1.47M	1.34%	12

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

Wilmar Advisors's GLD Position: Q1 2026 in Review

Wilmar Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 3,000 shares worth $1.29M. The position accounts for 1.12% of the portfolio, ranked #14.

Wilmar Advisors first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2024. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wilmar Advisors held 3,000 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
Wilmar Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 1.12% of Wilmar Advisors's portfolio in Q1 2026, its #14 holding.
Wilmar Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Wilmar Advisors's SPDR Gold Trust position peaked at $1.45M in Q4 2024.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wilmar Advisors's 13F filing for Q1 2026, filed 14 May 2026.