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WMG Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

WMG Financial 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 		$4.77M Buy
11,090
+3,923
+55% +$1.76M 1.99% 11
2025
Q4 		$2.84M Sell
7,167
-2,272
-24% -$868K 1.17% 16
2025
Q3 		$3.36M Buy
9,439
+2,122
+29% +$676K 1.12% 16
2025
Q2 		$2.23M Buy
7,317
+1,755
+32% +$531K 0.83% 20
2025
Q1 		$1.6M Buy
5,562
+218
+4% +$57.6K 0.68% 26
2024
Q4 		$1.29M Buy
5,344
+851
+19% +$209K 0.56% 33
2024
Q3 		$1.09M Buy
4,493
+307
+7% +$70.3K 0.49% 40
2024
Q2 		$900K Buy
4,186
+704
+20% +$152K 0.48% 39
2024
Q1 		$716K Buy
3,482
+52
+2% +$9.98K 0.41% 49
2023
Q4 		$656K Buy
3,430
+12
+0.4% +$2.2K 0.43% 47
2023
Q3 		$586K Sell
3,418
-1,840
-35% -$329K 0.5% 46
2023
Q2 		$937K Buy
5,258
+3,028
+136% +$556K 0.69% 40
2023
Q1 		$409K Buy
2,230
+224
+11% +$39.4K 0.34% 61
2022
Q4 		$340K Sell
2,006
-4
-0.2% -$644 0.29% 76
2022
Q3 		$311K Sell
2,010
-1
-0% -$161 0.28% 76
2022
Q2 		$339K Buy
2,011
+66
+3% +$11.5K 0.29% 77
2022
Q1 		$351K Hold
1,945
– – 0.26% 94
2021
Q4 		$333K Buy
+1,945
New +$327K 0.26% 105

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

WMG Financial Advisors's GLD Position: Q1 2026 in Review

WMG Financial Advisors increased its SPDR Gold Trust (GLD) stake by 55% in Q1 2026, buying an estimated $1.76M and bringing the position to 11,090 shares worth $4.77M. The position accounts for 1.99% of the portfolio, ranked #11.

WMG Financial Advisors first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WMG Financial Advisors held 11,090 shares of SPDR Gold Trust worth $4.77M as of Q1 2026.
  • WMG Financial Advisors bought 3,923 SPDR Gold Trust shares in Q1 2026, an estimated $1.76M.
  • SPDR Gold Trust made up 1.99% of WMG Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • WMG Financial Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.