Allred Capital Management’s SPDR Gold Trust GLD Stock Holding History

Allred Capital 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	$444K	Sell	1,031 -3	-0.3%	-$1.34K	0.16%	111
2025 Q4	$410K	Sell	1,034 -314	-23%	-$120K	0.15%	114
2025 Q3	$479K	Hold	1,348	–	–	0.17%	114
2025 Q2	$411K	Sell	1,348 -121	-8%	-$36.6K	0.15%	113
2025 Q1	$423K	Hold	1,469	–	–	0.17%	111
2024 Q4	$356K	Hold	1,469	–	–	0.14%	133
2024 Q3	$357K	Hold	1,469	–	–	0.14%	126
2024 Q2	$316K	Hold	1,469	–	–	0.12%	135
2024 Q1	$302K	Buy	1,469 +141	+11%	+$27.1K	0.12%	138
2023 Q4	$254K	Sell	1,328 -80	-6%	-$14.7K	0.11%	151
2023 Q3	$241K	Buy	1,408 +80	+6%	+$14.3K	0.12%	140
2023 Q2	$237K	Buy	+1,328	New	+$244K	0.12%	148
2022 Q3	–	Sell	-1,328	Closed	-$223K	–	155
2022 Q2	$223K	Hold	1,328	–	–	0.14%	144
2022 Q1	$239K	Hold	1,328	–	–	0.13%	154
2021 Q4	$227K	Hold	1,328	–	–	0.11%	166
2021 Q3	$218K	Sell	1,328 -470	-26%	-$78.7K	0.11%	168
2021 Q2	$297K	Buy	1,798 +1,160	+182%	+$197K	0.15%	149
2021 Q1	$102K	Buy	+638	New	+$107K	0.05%	254
2020 Q1	–	Sell	-438	Closed	-$62.6K	–	351
2019 Q4	$62.6K	Buy	+438	New	+$61.2K	0.03%	302

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

Allred Capital Management's GLD Position: Q1 2026 in Review

Allred Capital Management reduced its SPDR Gold Trust (GLD) stake by 0.29% in Q1 2026, selling an estimated $1.34K and leaving 1,031 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #111.

Allred Capital Management first reported a position in GLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $479K in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Allred Capital Management held 1,031 shares of SPDR Gold Trust worth $444K as of Q1 2026.
Allred Capital Management sold 3 SPDR Gold Trust shares in Q1 2026, an estimated $1.34K.
SPDR Gold Trust made up 0.16% of Allred Capital Management's portfolio in Q1 2026, its #111 holding.
Allred Capital Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 19 quarters since.
Allred Capital Management's SPDR Gold Trust position peaked at $479K in Q3 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.