Carl Stuart Investment Advisor’s SPDR Gold Trust GLD Stock Holding History

Carl Stuart Investment Advisor’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	$636K	Buy	1,477 +229	+18%	+$103K	0.28%	13
2025 Q4	$495K	Hold	1,248	–	–	0.45%	9
2025 Q3	$444K	Hold	1,248	–	–	0.42%	9
2025 Q2	$380K	Hold	1,248	–	–	0.19%	11
2025 Q1	$360K	Hold	1,248	–	–	0.2%	10
2024 Q4	$302K	Hold	1,248	–	–	0.16%	15
2024 Q3	$303K	Hold	1,248	–	–	0.17%	11
2024 Q2	$268K	Sell	1,248 -61	-5%	-$13.2K	0.17%	11
2024 Q1	$269K	Hold	1,309	–	–	0.17%	11
2023 Q4	$250K	Hold	1,309	–	–	0.17%	25
2023 Q3	$222K	Hold	1,309	–	–	0.18%	20
2023 Q2	$233K	Buy	+1,309	New	+$241K	0.18%	20
2023 Q1	–	Sell	-1,309	Closed	-$222K	–	45
2022 Q4	$222K	Buy	+1,309	New	+$211K	0.21%	21
2022 Q2	–	Sell	-1,152	Closed	-$2.08M	–	51
2022 Q1	$2.08M	Buy	+1,152	New	+$202K	0.15%	24

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

Carl Stuart Investment Advisor's GLD Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its SPDR Gold Trust (GLD) stake by 18% in Q1 2026, buying an estimated $103K and bringing the position to 1,477 shares worth $636K. The position accounts for 0.28% of the portfolio, ranked #13.

Carl Stuart Investment Advisor first reported a position in GLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Carl Stuart Investment Advisor held 1,477 shares of SPDR Gold Trust worth $636K as of Q1 2026.
Carl Stuart Investment Advisor bought 229 SPDR Gold Trust shares in Q1 2026, an estimated $103K.
SPDR Gold Trust made up 0.28% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #13 holding.
Carl Stuart Investment Advisor first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 14 quarters since.
Carl Stuart Investment Advisor's SPDR Gold Trust position peaked at $2.08M in Q1 2022.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.