Buffington Mohr McNeal’s SPDR Gold Trust GLD Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$219K	Sell	760 -930	-55%	-$246K	0.04%	106
2024 Q4	$409K	Hold	1,690	–	–	0.07%	99
2024 Q3	$411K	Buy	1,690 +326	+24%	+$74.7K	0.07%	101
2024 Q2	$293K	Buy	1,364 +4	+0.3%	+$865	0.05%	108
2024 Q1	$280K	Buy	1,360 +7	+0.5%	+$1.34K	0.05%	114
2023 Q4	$259K	Buy	+1,353	New	+$248K	0.05%	115
2019 Q2	–	Sell	-25	Closed	-$3K	–	199
2019 Q1	$3K	Buy	+25	New	+$3.08K	﹤0.01%	325

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Buffington Mohr McNeal's GLD Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its SPDR Gold Trust (GLD) stake by 55% in Q1 2025, selling an estimated $246K and leaving 760 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #106.

Buffington Mohr McNeal first reported a position in GLD in Q1 2019 and has held it in 7 quarters since. The position peaked at $411K in Q3 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Buffington Mohr McNeal held 760 shares of SPDR Gold Trust worth $219K as of Q1 2025.
Buffington Mohr McNeal sold 930 SPDR Gold Trust shares in Q1 2025, an estimated $246K.
SPDR Gold Trust made up 0.04% of Buffington Mohr McNeal's portfolio in Q1 2025, its #106 holding.
Buffington Mohr McNeal first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 7 quarters since.
Buffington Mohr McNeal's SPDR Gold Trust position peaked at $411K in Q3 2024.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.