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

Xcel 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 		$1.29M Buy
3,000
+200
+7% +$89.6K 0.36% 60
2025
Q4 		$1.11M Hold
2,800
– – 0.28% 69
2025
Q3 		$995K Hold
2,800
– – 0.26% 69
2025
Q2 		$854K Hold
2,800
– – 0.24% 70
2025
Q1 		$807K Sell
2,800
-20
-0.7% -$5.29K 0.25% 73
2024
Q4 		$683K Hold
2,820
– – 0.19% 74
2024
Q3 		$685K Hold
2,820
– – 0.2% 72
2024
Q2 		$606K Sell
2,820
-130
-4% -$28.1K 0.19% 73
2024
Q1 		$607K Hold
2,950
– – 0.19% 75
2023
Q4 		$564K Buy
2,950
+230
+8% +$42.2K 0.2% 75
2023
Q3 		$466K Sell
2,720
-100
-4% -$17.9K 0.18% 76
2023
Q2 		$503K Hold
2,820
– – 0.16% 90
2023
Q1 		$517K Hold
2,820
– – 0.18% 82
2022
Q4 		$478K Hold
2,820
– – 0.19% 84
2022
Q3 		$436K Buy
2,820
+50
+2% +$8.04K 0.16% 86
2022
Q2 		$467K Hold
2,770
– – 0.17% 80
2022
Q1 		$500K Hold
2,770
– – 0.14% 94
2021
Q4 		$474K Sell
2,770
-20
-0.7% -$3.36K 0.12% 105
2021
Q3 		$458K Hold
2,790
– – 0.13% 102
2021
Q2 		$462K Buy
2,790
+20
+0.7% +$3.4K 0.14% 97
2021
Q1 		$443K Buy
2,770
+50
+2% +$8.4K 0.16% 92
2020
Q4 		$485K Hold
2,720
– – 0.21% 79
2020
Q3 		$481K Buy
+2,720
New +$489K 0.25% 74

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

Xcel Wealth Management's GLD Position: Q1 2026 in Review

Xcel Wealth Management increased its SPDR Gold Trust (GLD) stake by 7.1% in Q1 2026, buying an estimated $89.6K and bringing the position to 3,000 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #60.

Xcel Wealth Management first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Xcel Wealth Management held 3,000 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
  • Xcel Wealth Management bought 200 SPDR Gold Trust shares in Q1 2026, an estimated $89.6K.
  • SPDR Gold Trust made up 0.36% of Xcel Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Xcel Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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