Beese Fulmer Investment Management’s SPDR Gold Trust GLD Stock Holding History

Beese Fulmer Investment 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	$2.5M	Sell	5,810 -315	-5%	-$141K	0.16%	97
2025 Q4	$2.43M	Buy	6,125 +50	+0.8%	+$19.1K	0.16%	97
2025 Q3	$2.16M	Sell	6,075 -4	-0.1%	-$1.27K	0.15%	102
2025 Q2	$1.85M	Buy	6,079 +16	+0.3%	+$4.84K	0.14%	108
2025 Q1	$1.75M	Buy	6,063 +1,837	+43%	+$486K	0.15%	93
2024 Q4	$1.02M	Hold	4,226	–	–	0.09%	120
2024 Q3	$1.03M	Sell	4,226 -10	-0.2%	-$2.29K	0.09%	120
2024 Q2	$911K	Hold	4,236	–	–	0.08%	122
2024 Q1	$871K	Sell	4,236 -383	-8%	-$73.5K	0.08%	125
2023 Q4	$883K	Hold	4,619	–	–	0.09%	122
2023 Q3	$792K	Hold	4,619	–	–	0.09%	123
2023 Q2	$823K	Sell	4,619 -65	-1%	-$11.9K	0.09%	126
2023 Q1	$858K	Buy	4,684 +904	+24%	+$159K	0.1%	124
2022 Q4	$641K	Hold	3,780	–	–	0.08%	137
2022 Q3	$585K	Hold	3,780	–	–	0.08%	136
2022 Q2	$637K	Hold	3,780	–	–	0.08%	132
2022 Q1	$683K	Sell	3,780 -149	-4%	-$26.1K	0.07%	136
2021 Q4	$672K	Buy	3,929 +9	+0.2%	+$1.51K	0.07%	142
2021 Q3	$644K	Hold	3,920	–	–	0.07%	139
2021 Q2	$649K	Sell	3,920 -50	-1%	-$8.5K	0.07%	136
2021 Q1	$635K	Buy	3,970 +237	+6%	+$39.8K	0.08%	135
2020 Q4	$666K	Sell	3,733 -560	-13%	-$98.6K	0.09%	126
2020 Q3	$760K	Hold	4,293	–	–	0.11%	117
2020 Q2	$719K	Buy	4,293 +65	+2%	+$10.5K	0.11%	118
2020 Q1	$626K	Sell	4,228 -116	-3%	-$17.3K	0.11%	120
2019 Q4	$621K	Buy	4,344 +164	+4%	+$22.9K	0.09%	122
2019 Q3	$580K	Buy	4,180 +500	+14%	+$69.5K	0.09%	125
2019 Q2	$490K	Hold	3,680	–	–	0.09%	113
2019 Q1	$449K	Sell	3,680 -11	-0.3%	-$1.35K	0.09%	112
2018 Q4	$448K	Buy	3,691 +11	+0.3%	+$1.28K	0.1%	110
2018 Q3	$415K	Sell	3,680 -80	-2%	-$9.18K	0.08%	117
2018 Q2	$446K	Hold	3,760	–	–	0.09%	115
2018 Q1	$473K	Hold	3,760	–	–	0.1%	114
2017 Q4	$465K	Hold	3,760	–	–	0.1%	114
2017 Q3	$457K	Buy	3,760 +80	+2%	+$9.73K	0.1%	113
2017 Q2	$434K	Hold	3,680	–	–	0.1%	112
2017 Q1	$437K	Hold	3,680	–	–	0.11%	113
2016 Q4	$403K	Hold	3,680	–	–	0.1%	116
2016 Q3	$462K	Hold	3,680	–	–	0.12%	109
2016 Q2	$465K	Hold	3,680	–	–	0.13%	104
2016 Q1	$436K	Hold	3,680	–	–	0.13%	106
2015 Q4	$373K	Hold	3,680	–	–	0.12%	111
2015 Q3	$393K	Hold	3,680	–	–	0.13%	106
2015 Q2	$414K	Hold	3,680	–	–	0.13%	103
2015 Q1	$418K	Sell	3,680 -135	-4%	-$15.8K	0.14%	98
2014 Q4	$433K	Sell	3,815 -650	-15%	-$75K	0.14%	106
2014 Q3	$519K	Buy	4,465 +620	+16%	+$76.4K	0.17%	100
2014 Q2	$492K	Hold	3,845	–	–	0.16%	107
2014 Q1	$475K	Hold	3,845	–	–	0.17%	102
2013 Q4	$446K	Hold	3,845	–	–	0.16%	103
2013 Q3	$493K	Buy	3,845 +290	+8%	+$37.2K	0.19%	96
2013 Q2	$423K	Buy	+3,555	New	+$487K	0.18%	100

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

Beese Fulmer Investment Management's GLD Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its SPDR Gold Trust (GLD) stake by 5.1% in Q1 2026, selling an estimated $141K and leaving 5,810 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #97.

Beese Fulmer Investment Management first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Beese Fulmer Investment Management held 5,810 shares of SPDR Gold Trust worth $2.5M as of Q1 2026.
Beese Fulmer Investment Management sold 315 SPDR Gold Trust shares in Q1 2026, an estimated $141K.
SPDR Gold Trust made up 0.16% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #97 holding.
Beese Fulmer Investment Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.