Callahan Advisors’s SPDR Gold Trust GLD Stock Holding History

Callahan Advisors’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	$345K	Buy	802 +107	+15%	+$47.9K	0.03%	146
2025 Q4	$275K	Sell	695 -110	-14%	-$42K	0.02%	155
2025 Q3	$286K	Buy	805 +15	+2%	+$4.78K	0.02%	143
2025 Q2	$241K	Buy	790 +1	+0.1%	+$303	0.02%	157
2025 Q1	$227K	Buy	+789	New	+$209K	0.02%	151
2023 Q4	–	Sell	-1,175	Closed	-$201K	–	143
2023 Q3	$201K	Buy	1,175 +50	+4%	+$8.94K	0.03%	137
2023 Q2	$201K	Buy	+1,125	New	+$207K	0.02%	131
2022 Q3	–	Sell	-2,067	Closed	-$348K	–	144
2022 Q2	$348K	Hold	2,067	–	–	0.05%	124
2022 Q1	$373K	Sell	2,067 -978	-32%	-$172K	0.04%	127
2021 Q4	$521K	Buy	3,045 +100	+3%	+$16.8K	0.06%	117
2021 Q3	$484K	Buy	2,945 +19	+0.6%	+$3.18K	0.06%	117
2021 Q2	$485K	Buy	2,926 +100	+4%	+$17K	0.06%	119
2021 Q1	$452K	Buy	2,826 +150	+6%	+$25.2K	0.06%	114
2020 Q4	$477K	Buy	2,676 +100	+4%	+$17.6K	0.07%	108
2020 Q3	$456K	Buy	2,576 +150	+6%	+$27K	0.07%	103
2020 Q2	$406K	Hold	2,426	–	–	0.07%	98
2020 Q1	$359K	Buy	2,426 +45	+2%	+$6.7K	0.08%	93
2019 Q4	$340K	Hold	2,381	–	–	0.05%	110
2019 Q3	$331K	Hold	2,381	–	–	0.06%	113
2019 Q2	$317K	Hold	2,381	–	–	0.06%	116
2019 Q1	$291K	Sell	2,381 -10	-0.4%	-$1.23K	0.05%	117
2018 Q4	$290K	Hold	2,391	–	–	0.06%	119
2018 Q3	$270K	Buy	2,391 +10	+0.4%	+$1.15K	0.05%	124
2018 Q2	$283K	Hold	2,381	–	–	0.06%	110
2018 Q1	$300K	Hold	2,381	–	–	0.06%	106
2017 Q4	$294K	Hold	2,381	–	–	0.06%	108
2017 Q3	$289K	Hold	2,381	–	–	0.06%	108
2017 Q2	$281K	Hold	2,381	–	–	0.06%	108
2017 Q1	$283K	Sell	2,381 -100	-4%	-$11.6K	0.06%	106
2016 Q4	$272K	Hold	2,481	–	–	0.07%	102
2016 Q3	$312K	Hold	2,481	–	–	0.08%	101
2016 Q2	$314K	Buy	+2,481	New	+$299K	0.08%	97
2015 Q4	–	Sell	-2,181	Closed	-$233K	–	119
2015 Q3	$233K	Buy	2,181 +100	+5%	+$10.8K	0.07%	104
2015 Q2	$234K	Sell	2,081 -450	-18%	-$51.5K	0.07%	106
2015 Q1	$288K	Hold	2,531	–	–	0.08%	102
2014 Q4	$287K	Sell	2,531 -100	-4%	-$11.5K	0.08%	106
2014 Q3	$306K	Buy	2,631 +100	+4%	+$12.3K	0.09%	105
2014 Q2	$324K	Hold	2,531	–	–	0.1%	105
2014 Q1	$313K	Hold	2,531	–	–	0.11%	101
2013 Q4	$294K	Hold	2,531	–	–	0.1%	102
2013 Q3	$324K	Hold	2,531	–	–	0.12%	99
2013 Q2	$301K	Buy	+2,531	New	+$347K	0.12%	97

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

Callahan Advisors's GLD Position: Q1 2026 in Review

Callahan Advisors increased its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, buying an estimated $47.9K and bringing the position to 802 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #146.

Callahan Advisors first reported a position in GLD in Q2 2013 and has held it in 42 quarters since. The position peaked at $521K in Q4 2021. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Callahan Advisors held 802 shares of SPDR Gold Trust worth $345K as of Q1 2026.
Callahan Advisors bought 107 SPDR Gold Trust shares in Q1 2026, an estimated $47.9K.
SPDR Gold Trust made up 0.03% of Callahan Advisors's portfolio in Q1 2026, its #146 holding.
Callahan Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 42 quarters since.
Callahan Advisors's SPDR Gold Trust position peaked at $521K in Q4 2021.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.