Brooks Moore & Associates’s SPDR Gold Trust GLD Stock Holding History

Brooks Moore & Associates’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	$206K	Sell	479 -75	-14%	-$33.6K	0.1%	109
2025 Q4	$220K	Buy	+554	New	+$212K	0.11%	102
2020 Q1	–	Sell	-2,500	Closed	-$357K	–	84
2019 Q4	$357K	Hold	2,500	–	–	0.28%	78
2019 Q3	$347K	Hold	2,500	–	–	0.29%	77
2019 Q2	$333K	Hold	2,500	–	–	0.29%	81
2019 Q1	$305K	Hold	2,500	–	–	0.28%	78
2018 Q4	$303K	Buy	+2,500	New	+$290K	0.31%	71

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

Brooks Moore & Associates's GLD Position: Q1 2026 in Review

Brooks Moore & Associates reduced its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, selling an estimated $33.6K and leaving 479 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #109.

Brooks Moore & Associates first reported a position in GLD in Q4 2018 and has held it in 7 quarters since. The position peaked at $357K in Q4 2019. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Brooks Moore & Associates held 479 shares of SPDR Gold Trust worth $206K as of Q1 2026.
Brooks Moore & Associates sold 75 SPDR Gold Trust shares in Q1 2026, an estimated $33.6K.
SPDR Gold Trust made up 0.1% of Brooks Moore & Associates's portfolio in Q1 2026, its #109 holding.
Brooks Moore & Associates first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 7 quarters since.
Brooks Moore & Associates's SPDR Gold Trust position peaked at $357K in Q4 2019.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.