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Charter Research & Investment Group’s SPDR Gold Trust GLD Stock Holding History

Charter Research & Investment Group’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 		$4.76M Buy
11,068
+147
+1% +$65.8K 3.17% 6
2025
Q4 		$4.33M Sell
10,921
-20
-0.2% -$7.64K 2.89% 7
2025
Q3 		$3.89M Sell
10,941
-90
-0.8% -$28.7K 2.69% 8
2025
Q2 		$3.36M Hold
11,031
– – 2.51% 13
2025
Q1 		$3.18M Buy
11,031
+15
+0.1% +$3.97K 2.43% 12
2024
Q4 		$2.67M Sell
11,016
-267
-2% -$65.6K 2.03% 16
2024
Q3 		$2.74M Sell
11,283
-148
-1% -$33.9K 2.02% 15
2024
Q2 		$2.46M Sell
11,431
-265
-2% -$57.3K 1.94% 17
2024
Q1 		$2.41M Buy
11,696
+26
+0.2% +$4.99K 1.91% 16
2023
Q4 		$2.23M Sell
11,670
-30
-0.3% -$5.5K 1.85% 18
2023
Q3 		$2.01M Hold
11,700
– – 1.81% 18
2023
Q2 		$2.09M Buy
11,700
+40
+0.3% +$7.35K 1.73% 19
2023
Q1 		$2.14M Buy
11,660
+302
+3% +$53.1K 1.87% 16
2022
Q4 		$1.93M Sell
11,358
-28
-0.2% -$4.51K 1.85% 16
2022
Q3 		$1.76M Sell
11,386
-294
-3% -$47.3K 1.78% 17
2022
Q2 		$1.97M Buy
11,680
+47
+0.4% +$8.21K 1.79% 18
2022
Q1 		$2.1M Sell
11,633
-15
-0.1% -$2.63K 1.7% 19
2021
Q4 		$1.99M Buy
11,648
+373
+3% +$62.6K 1.57% 23
2021
Q3 		$1.85M Sell
11,275
-30
-0.3% -$5.02K 1.54% 26
2021
Q2 		$1.87M Sell
11,305
-84
-0.7% -$14.3K 1.55% 24
2021
Q1 		$1.82M Sell
11,389
-190
-2% -$31.9K 1.59% 23
2020
Q4 		$2.06M Buy
11,579
+150
+1% +$26.4K 1.99% 17
2020
Q3 		$2.02M Sell
11,429
-290
-2% -$52.1K 2.22% 14
2020
Q2 		$1.96M Hold
11,719
– – 2.26% 14
2020
Q1 		$1.74M Sell
11,719
-60
-0.5% -$8.93K 2.28% 13
2019
Q4 		$1.68M Buy
11,779
+25
+0.2% +$3.49K 1.71% 22
2019
Q3 		$1.63M Sell
11,754
-25
-0.2% -$3.48K 1.77% 19
2019
Q2 		$1.57M Sell
11,779
-215
-2% -$26.6K 1.75% 21
2019
Q1 		$1.46M Sell
11,994
-300
-2% -$37K 1.62% 21
2018
Q4 		$1.49M Sell
12,294
-185
-1% -$21.5K 1.88% 20
2018
Q3 		$1.41M Sell
12,479
-275
-2% -$31.5K 1.53% 27
2018
Q2 		$1.51M Hold
12,754
– – 1.73% 22
2018
Q1 		$1.6M Sell
12,754
-165
-1% -$20.8K 1.91% 19
2017
Q4 		$1.6M Buy
+12,919
New +$1.57M 1.79% 24
2016
Q3 		$1.73M Sell
13,754
-75
-0.5% -$9.55K 2.03% 20
2016
Q2 		$1.75M Sell
13,829
-195
-1% -$23.5K 2% 20
2016
Q1 		$1.65M Buy
14,024
+55
+0.4% +$6.23K 1.89% 24
2015
Q4 		$1.42M Sell
13,969
-405
-3% -$42.8K 1.65% 25
2015
Q3 		$1.54M Sell
14,374
-220
-2% -$23.7K 2.03% 20
2015
Q2 		$1.64M Sell
14,594
-330
-2% -$37.8K 1.82% 25
2015
Q1 		$1.7M Sell
14,924
-375
-2% -$43.9K 1.88% 24
2014
Q4 		$1.74M Buy
+15,299
New +$1.77M 1.9% 25

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charter Research & Investment Group's GLD Position: Q1 2026 in Review

Charter Research & Investment Group increased its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2026, buying an estimated $65.8K and bringing the position to 11,068 shares worth $4.76M. The position accounts for 3.17% of the portfolio, ranked #6.

Charter Research & Investment Group first reported a position in GLD in Q4 2014 and has held it in 42 quarters since. 3,150 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Charter Research & Investment Group held 11,068 shares of SPDR Gold Trust worth $4.76M as of Q1 2026.
  • Charter Research & Investment Group bought 147 SPDR Gold Trust shares in Q1 2026, an estimated $65.8K.
  • SPDR Gold Trust made up 3.17% of Charter Research & Investment Group's portfolio in Q1 2026, its #6 holding.
  • Charter Research & Investment Group first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 42 quarters since.
  • 3,150 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.