Arrowroot Family Office’s SPDR Gold Trust GLD Stock Holding History

Arrowroot Family Office’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	$2.26M	Buy	5,244 +83	+2%	+$37.2K	0.75%	38
2025 Q4	$2.05M	Buy	5,161 +474	+10%	+$181K	0.74%	34
2025 Q3	$1.67M	Buy	4,687 +103	+2%	+$32.8K	0.66%	37
2025 Q2	$1.4M	Buy	+4,584	New	+$1.39M	0.63%	42
2024 Q4	$2.3M	Buy	9,507 +1,905	+25%	+$468K	1.2%	25
2024 Q3	$1.85M	Sell	7,602 -329	-4%	-$75.3K	1.08%	24
2024 Q2	$1.71M	Sell	7,931 -382	-5%	-$82.6K	1.09%	24
2024 Q1	$1.71M	Sell	8,313 -103	-1%	-$19.8K	1.1%	26
2023 Q4	$1.61M	Sell	8,416 -377	-4%	-$69.1K	1.14%	27
2023 Q3	$1.51M	Sell	8,793 -793	-8%	-$142K	1.19%	25
2023 Q2	$1.71M	Buy	9,586 +447	+5%	+$82.1K	1.29%	23
2023 Q1	$1.67M	Buy	+9,139	New	+$1.61M	1.43%	24

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

Arrowroot Family Office's GLD Position: Q1 2026 in Review

Arrowroot Family Office increased its SPDR Gold Trust (GLD) stake by 1.6% in Q1 2026, buying an estimated $37.2K and bringing the position to 5,244 shares worth $2.26M. The position accounts for 0.75% of the portfolio, ranked #38.

Arrowroot Family Office first reported a position in GLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q4 2024. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Arrowroot Family Office held 5,244 shares of SPDR Gold Trust worth $2.26M as of Q1 2026.
Arrowroot Family Office bought 83 SPDR Gold Trust shares in Q1 2026, an estimated $37.2K.
SPDR Gold Trust made up 0.75% of Arrowroot Family Office's portfolio in Q1 2026, its #38 holding.
Arrowroot Family Office first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's SPDR Gold Trust position peaked at $2.3M in Q4 2024.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.