WT Wealth Management’s SPDR Gold Trust GLD Stock Holding History

WT Wealth Management’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	$1.24M	Sell	2,884 -6	-0.2%	-$2.69K	0.37%	77
2025 Q4	$1.15M	Sell	2,890 -17	-0.6%	-$6.49K	0.33%	74
2025 Q3	$1.03M	Buy	2,907 +149	+5%	+$47.5K	0.3%	67
2025 Q2	$841K	Buy	2,758 +142	+5%	+$43K	0.25%	70
2025 Q1	$754K	Buy	2,616 +201	+8%	+$53.2K	0.24%	69
2024 Q4	$585K	Sell	2,415 -887	-27%	-$218K	0.18%	81
2024 Q3	$830K	Buy	3,302 +1,840	+126%	+$421K	0.27%	71
2024 Q2	$314K	Buy	+1,462	New	+$316K	0.11%	94
2022 Q2	–	Sell	-1,129	Closed	-$204K	–	110
2022 Q1	$204K	Sell	1,129 -1,269	-53%	-$223K	0.08%	116
2021 Q4	$410K	Sell	2,398 -24,310	-91%	-$4.08M	0.15%	95
2021 Q3	$4.39M	Buy	26,708 +4,766	+22%	+$798K	1.69%	14
2021 Q2	$3.63M	Buy	21,942 +4,634	+27%	+$787K	1.47%	18
2021 Q1	$2.77M	Buy	17,308 +4,110	+31%	+$691K	1.28%	20
2020 Q4	$2.35M	Buy	13,198 +7,718	+141%	+$1.36M	1.28%	17
2020 Q3	$970K	Buy	5,480 +3,545	+183%	+$637K	0.64%	45
2020 Q2	$323K	Sell	1,935 -35	-2%	-$5.64K	0.26%	68
2020 Q1	$291K	Sell	1,970 -575	-23%	-$85.6K	0.31%	57
2019 Q4	$363K	Buy	2,545 +340	+15%	+$47.5K	0.28%	65
2019 Q3	$306K	Buy	+2,205	New	+$307K	0.27%	64

Other funds holding GLD

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return