Brown, Lisle/Cummings’s SPDR Gold Trust GLD Stock Holding History

Brown, Lisle/Cummings’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	$142K	Buy	331 +40	+14%	+$17.9K	0.04%	248
2025 Q4	$115K	Sell	291 -75	-20%	-$28.6K	0.03%	267
2025 Q3	$130K	Hold	366	–	–	0.03%	255
2025 Q2	$112K	Buy	366 +17	+5%	+$5.15K	0.03%	265
2025 Q1	$101K	Hold	349	–	–	0.03%	270
2024 Q4	$84.5K	Hold	349	–	–	0.03%	279
2024 Q3	$84.8K	Hold	349	–	–	0.03%	277
2024 Q2	$75K	Hold	349	–	–	0.02%	279
2024 Q1	$71.8K	Hold	349	–	–	0.02%	265
2023 Q4	$66.7K	Hold	349	–	–	0.02%	264
2023 Q3	$59.8K	Hold	349	–	–	0.03%	256
2023 Q2	$62.2K	Buy	349 +20	+6%	+$3.67K	0.03%	262
2023 Q1	$60.3K	Hold	329	–	–	0.03%	261
2022 Q4	$55.8K	Hold	329	–	–	0.03%	254
2022 Q3	$50.9K	Hold	329	–	–	0.03%	251
2022 Q2	$55.4K	Hold	329	–	–	0.03%	249
2022 Q1	$59.4K	Hold	329	–	–	0.03%	252
2021 Q4	$56.2K	Buy	+329	New	+$55.2K	0.03%	261

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

Brown, Lisle/Cummings's GLD Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, buying an estimated $17.9K and bringing the position to 331 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #248.

Brown, Lisle/Cummings first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Brown, Lisle/Cummings held 331 shares of SPDR Gold Trust worth $142K as of Q1 2026.
Brown, Lisle/Cummings bought 40 SPDR Gold Trust shares in Q1 2026, an estimated $17.9K.
SPDR Gold Trust made up 0.04% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #248 holding.
Brown, Lisle/Cummings first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.