Chas P. Smith & Associates (CPS)’s SPDR Gold Trust GLD Stock Holding History

Chas P. Smith & Associates (CPS)’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	$412K	Buy	957 +255	+36%	+$114K	0.02%	115
2025 Q4	$278K	Buy	702 +5	+0.7%	+$1.91K	0.01%	150
2025 Q3	$248K	Sell	697 -5	-0.7%	-$1.59K	0.02%	117
2025 Q2	$214K	Hold	702	–	–	0.01%	163
2025 Q1	$202K	Buy	+702	New	+$186K	0.01%	162

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s GLD Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) increased its SPDR Gold Trust (GLD) stake by 36% in Q1 2026, buying an estimated $114K and bringing the position to 957 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #115.

Chas P. Smith & Associates (CPS) first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. 3,165 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Chas P. Smith & Associates (CPS) held 957 shares of SPDR Gold Trust worth $412K as of Q1 2026.
Chas P. Smith & Associates (CPS) bought 255 SPDR Gold Trust shares in Q1 2026, an estimated $114K.
SPDR Gold Trust made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #115 holding.
Chas P. Smith & Associates (CPS) first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
3,165 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.