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WorthPointe’s SPDR Gold Trust GLD Stock Holding History

WorthPointe’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 		$3.34M Buy
7,752
+1,454
+23% +$651K 0.9% 23
2025
Q4 		$2.5M Buy
6,298
+349
+6% +$133K 0.66% 30
2025
Q3 		$2.11M Sell
5,949
-4,390
-42% -$1.4M 0.79% 21
2025
Q2 		$3.15M Buy
10,339
+3,245
+46% +$983K 1.33% 11
2025
Q1 		$2.04M Sell
7,094
-2,903
-29% -$768K 0.91% 18
2024
Q4 		$2.42M Buy
9,997
+3,846
+63% +$945K 0.99% 17
2024
Q3 		$1.5M Hold
6,151
– – 0.63% 21
2024
Q2 		$1.32M Buy
+6,151
New +$1.33M 0.6% 23
2023
Q2 		– Sell
-2,817
Closed -$516K – 57
2023
Q1 		$516K Sell
2,817
-3,876
-58% -$682K 0.34% 31
2022
Q4 		$1.14M Sell
6,693
-578
-8% -$93.1K 0.77% 20
2022
Q3 		$1.13M Sell
7,271
-1,082
-13% -$174K 0.94% 15
2022
Q2 		$1.41M Buy
8,353
+1,109
+15% +$194K 1.18% 12
2022
Q1 		$1.31M Buy
+7,244
New +$1.27M 1.05% 13

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

WorthPointe's GLD Position: Q1 2026 in Review

WorthPointe increased its SPDR Gold Trust (GLD) stake by 23% in Q1 2026, buying an estimated $651K and bringing the position to 7,752 shares worth $3.34M. The position accounts for 0.9% of the portfolio, ranked #23.

WorthPointe first reported a position in GLD in Q1 2022 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WorthPointe held 7,752 shares of SPDR Gold Trust worth $3.34M as of Q1 2026.
  • WorthPointe bought 1,454 SPDR Gold Trust shares in Q1 2026, an estimated $651K.
  • SPDR Gold Trust made up 0.9% of WorthPointe's portfolio in Q1 2026, its #23 holding.
  • WorthPointe first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.