Bruce G. Allen Investments’s SPDR Gold Trust GLD Stock Holding History

Bruce G. Allen Investments’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	$330K	Sell	768 -113	-13%	-$50.6K	0.22%	50
2025 Q4	$349K	Sell	881 -37	-4%	-$14.1K	0.24%	47
2025 Q3	$326K	Sell	918 -8	-0.9%	-$2.55K	0.23%	48
2025 Q2	$282K	Sell	926 -79	-8%	-$23.9K	0.21%	56
2025 Q1	$290K	Sell	1,005 -119	-11%	-$31.5K	0.23%	51
2024 Q4	$272K	Sell	1,124 -123	-10%	-$30.2K	0.22%	60
2024 Q3	$303K	Sell	1,247 -10	-0.8%	-$2.29K	0.24%	55
2024 Q2	$270K	Sell	1,257 -52	-4%	-$11.2K	0.23%	57
2024 Q1	$269K	Buy	1,309 +186	+17%	+$35.7K	0.22%	59
2023 Q4	$215K	Buy	+1,123	New	+$206K	0.2%	66

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

Bruce G. Allen Investments's GLD Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $50.6K and leaving 768 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #50.

Bruce G. Allen Investments first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $349K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bruce G. Allen Investments held 768 shares of SPDR Gold Trust worth $330K as of Q1 2026.
Bruce G. Allen Investments sold 113 SPDR Gold Trust shares in Q1 2026, an estimated $50.6K.
SPDR Gold Trust made up 0.22% of Bruce G. Allen Investments's portfolio in Q1 2026, its #50 holding.
Bruce G. Allen Investments first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's SPDR Gold Trust position peaked at $349K in Q4 2025.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.