Wise Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Wise Wealth Partners’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	$6.15M	Buy	14,296 +46	+0.3%	+$20.6K	8.33%	2
2025 Q4	$5.65M	Sell	14,250 -1,293	-8%	-$494K	8.11%	2
2025 Q3	$5.53M	Buy	15,543 +4,775	+44%	+$1.52M	8.43%	2
2025 Q2	$3.28M	Sell	10,768 -4,612	-30%	-$1.4M	5.48%	3
2025 Q1	$4.43M	Buy	15,380 +3,923	+34%	+$1.04M	10.59%	3
2024 Q4	$2.77M	Buy	+11,457	New	+$2.82M	6.84%	4

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

Wise Wealth Partners's GLD Position: Q1 2026 in Review

Wise Wealth Partners increased its SPDR Gold Trust (GLD) stake by 0.32% in Q1 2026, buying an estimated $20.6K and bringing the position to 14,296 shares worth $6.15M. The position accounts for 8.33% of the portfolio, ranked #2.

Wise Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wise Wealth Partners held 14,296 shares of SPDR Gold Trust worth $6.15M as of Q1 2026.
Wise Wealth Partners bought 46 SPDR Gold Trust shares in Q1 2026, an estimated $20.6K.
SPDR Gold Trust made up 8.33% of Wise Wealth Partners's portfolio in Q1 2026, its #2 holding.
Wise Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.