Aspiriant LLC’s SPDR Gold Trust GLD Stock Holding History

Aspiriant LLC’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	$1.21M	Buy	2,804 +111	+4%	+$49.7K	0.03%	143
2025 Q4	$1.07M	Buy	2,693 +44	+2%	+$16.8K	0.03%	155
2025 Q3	$942K	Hold	2,649	–	–	0.03%	150
2025 Q2	$807K	Sell	2,649 -1,377	-34%	-$417K	0.03%	162
2025 Q1	$1.16M	Hold	4,026	–	–	0.04%	133
2024 Q4	$975K	Buy	4,026 +1,005	+33%	+$247K	0.04%	145
2024 Q3	$734K	Buy	3,021 +241	+9%	+$55.2K	0.03%	165
2024 Q2	$598K	Sell	2,780 -405	-13%	-$87.6K	0.02%	177
2024 Q1	$655K	Hold	3,185	–	–	0.03%	169
2023 Q4	$609K	Hold	3,185	–	–	0.03%	175
2023 Q3	$546K	Hold	3,185	–	–	0.03%	169
2023 Q2	$568K	Sell	3,185 -732	-19%	-$135K	0.03%	169
2023 Q1	$718K	Buy	3,917 +674	+21%	+$119K	0.04%	150
2022 Q4	$550K	Sell	3,243 -311	-9%	-$50.1K	0.03%	169
2022 Q3	$548K	Buy	3,554 +255	+8%	+$41K	0.03%	162
2022 Q2	$556K	Sell	3,299 -48	-1%	-$8.38K	0.03%	159
2022 Q1	$605K	Hold	3,347	–	–	0.03%	164
2021 Q4	$572K	Hold	3,347	–	–	0.03%	168
2021 Q3	$549K	Hold	3,347	–	–	0.03%	155
2021 Q2	$554K	Buy	3,347 +125	+4%	+$21.2K	0.03%	149
2021 Q1	$516K	Buy	3,222 +297	+10%	+$49.9K	0.03%	144
2020 Q4	$521K	Sell	2,925 -1,345	-31%	-$237K	0.04%	143
2020 Q3	$756K	Buy	4,270 +1,641	+62%	+$295K	0.06%	122
2020 Q2	$439K	Hold	2,629	–	–	0.04%	137
2020 Q1	$390K	Buy	2,629 +25	+1%	+$3.72K	0.04%	140
2019 Q4	$371K	Hold	2,604	–	–	0.03%	155
2019 Q3	$361K	Sell	2,604 -4,059	-61%	-$564K	0.03%	167
2019 Q2	$888K	Buy	6,663 +3,759	+129%	+$465K	0.07%	119
2019 Q1	$355K	Sell	2,904 -74	-2%	-$9.12K	0.03%	168
2018 Q4	$362K	Buy	+2,978	New	+$346K	0.03%	168
2018 Q3	–	Sell	-3,871	Closed	-$459K	–	247
2018 Q2	$459K	Sell	3,871 -920	-19%	-$114K	0.04%	166
2018 Q1	$603K	Buy	+4,791	New	+$604K	0.05%	141
2017 Q4	–	Sell	-4,843	Closed	-$589K	–	116
2017 Q3	$589K	Sell	4,843 -1,020	-17%	-$124K	0.05%	132
2017 Q2	$692K	Sell	5,863 -2,230	-28%	-$267K	0.06%	130
2017 Q1	$961K	Buy	8,093 +2,594	+47%	+$302K	0.08%	119
2016 Q4	$603K	Buy	5,499 +857	+18%	+$99.5K	0.05%	130
2016 Q3	$583K	Sell	4,642 -53,929	-92%	-$6.87M	0.06%	130
2016 Q2	$6.65M	Buy	58,571 +54,003	+1,182%	+$6.5M	0.63%	24
2016 Q1	$537K	Hold	4,568	–	–	0.05%	131
2015 Q4	$463K	Sell	4,568 -90	-2%	-$9.52K	0.05%	60
2015 Q3	$498K	Sell	4,658 -1,150	-20%	-$124K	0.04%	69
2015 Q2	$653K	Buy	5,808 +2,540	+78%	+$291K	0.06%	61
2015 Q1	$371K	Sell	3,268 -450	-12%	-$52.6K	0.05%	67
2014 Q4	$422K	Buy	3,718 +457	+14%	+$52.7K	0.06%	64
2014 Q3	$379K	Buy	+3,261	New	+$402K	0.05%	68

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

Aspiriant LLC's GLD Position: Q1 2026 in Review

Aspiriant LLC increased its SPDR Gold Trust (GLD) stake by 4.1% in Q1 2026, buying an estimated $49.7K and bringing the position to 2,804 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #143.

Aspiriant LLC first reported a position in GLD in Q3 2014 and has held it in 45 quarters since. The position peaked at $6.65M in Q2 2016. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Aspiriant LLC held 2,804 shares of SPDR Gold Trust worth $1.21M as of Q1 2026.
Aspiriant LLC bought 111 SPDR Gold Trust shares in Q1 2026, an estimated $49.7K.
SPDR Gold Trust made up 0.03% of Aspiriant LLC's portfolio in Q1 2026, its #143 holding.
Aspiriant LLC first reported a position in SPDR Gold Trust in Q3 2014 and has held it in 45 quarters since.
Aspiriant LLC's SPDR Gold Trust position peaked at $6.65M in Q2 2016.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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