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Chesley Taft & Associates’s SPDR Gold Trust GLD Stock Holding History

Chesley Taft & Associates’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
Q2 		$34.5M Sell
93,673
-2,154
-2% -$892K 1.34% 20
2026
Q1 		$41.2M Sell
95,827
-20,255
-17% -$9.07M 1.72% 13
2025
Q4 		$46M Buy
116,082
+12,402
+12% +$4.74M 1.82% 11
2025
Q3 		$36.9M Sell
103,680
-4,705
-4% -$1.5M 1.56% 16
2025
Q2 		$33M Buy
108,385
+613
+0.6% +$186K 1.48% 17
2025
Q1 		$31.1M Sell
107,772
-545
-0.5% -$144K 1.5% 16
2024
Q4 		$26.2M Buy
108,317
+2,759
+3% +$678K 1.22% 25
2024
Q3 		$25.7M Buy
105,558
+417
+0.4% +$95.5K 1.22% 24
2024
Q2 		$22.6M Sell
105,141
-336
-0.3% -$72.7K 1.13% 24
2024
Q1 		$21.7M Sell
105,477
-1,091
-1% -$209K 1.11% 28
2023
Q4 		$20.4M Sell
106,568
-3,925
-4% -$719K 1.14% 27
2023
Q3 		$18.9M Sell
110,493
-4,470
-4% -$799K 1.23% 23
2023
Q2 		$20.5M Sell
114,963
-3,820
-3% -$702K 1.26% 22
2023
Q1 		$21.8M Sell
118,783
-298
-0.3% -$52.4K 1.43% 20
2022
Q4 		$20.2M Sell
119,081
-7,284
-6% -$1.17M 1.39% 21
2022
Q3 		$19.5M Sell
126,365
-4,820
-4% -$775K 1.44% 19
2022
Q2 		$22.1M Sell
131,185
-350
-0.3% -$61.1K 1.51% 19
2022
Q1 		$24.2M Sell
131,535
-1,100
-0.8% -$193K 1.41% 19
2021
Q4 		$22.7M Sell
132,635
-1,480
-1% -$248K 1.17% 22
2021
Q3 		$22M Sell
134,115
-4,422
-3% -$740K 1.26% 21
2021
Q2 		$22.9M Sell
138,537
-3,439
-2% -$584K 1.32% 20
2021
Q1 		$23M Sell
141,976
-280
-0.2% -$47.1K 1.37% 21
2020
Q4 		$25.4M Sell
142,256
-3,812
-3% -$671K 1.62% 16
2020
Q3 		$25.9M Sell
146,068
-3,250
-2% -$584K 1.84% 14
2020
Q2 		$25M Buy
149,318
+47,394
+46% +$7.64M 1.9% 12
2020
Q1 		$15.1M Sell
101,924
-8,906
-8% -$1.33M 1.37% 21
2019
Q4 		$15.8M Buy
110,830
+180
+0.2% +$25.2K 1.14% 30
2019
Q3 		$15.4M Buy
110,650
+27,050
+32% +$3.76M 1.19% 25
2019
Q2 		$11.1M Buy
83,600
+71,240
+576% +$8.8M 0.87% 37
2019
Q1 		$1.51M Hold
12,360
– – 0.13% 128
2018
Q4 		$1.5M Sell
12,360
-500
-4% -$58.1K 0.14% 123
2018
Q3 		$1.45M Sell
12,860
-650
-5% -$74.6K 0.12% 139
2018
Q2 		$1.6M Sell
13,510
-600
-4% -$74.3K 0.14% 128
2018
Q1 		$1.77M Sell
14,110
-3,125
-18% -$394K 0.16% 122
2017
Q4 		$2.13M Sell
17,235
-900
-5% -$109K 0.18% 115
2017
Q3 		$2.21M Buy
18,135
+250
+1% +$30.4K 0.19% 110
2017
Q2 		$2.11M Buy
17,885
+285
+2% +$34.1K 0.19% 111
2017
Q1 		$2.09M Buy
17,600
+200
+1% +$23.3K 0.2% 106
2016
Q4 		$1.91M Sell
17,400
-69,525
-80% -$8.07M 0.19% 106
2016
Q3 		$10.9M Buy
86,925
+26,890
+45% +$3.43M 1.1% 34
2016
Q2 		$7.59M Buy
60,035
+54,800
+1,047% +$6.59M 0.78% 43
2016
Q1 		$616K Hold
5,235
– – 0.07% 181
2015
Q4 		$531K Buy
+5,235
New +$553K 0.06% 190
2014
Q1 		– Sell
-23,940
Closed -$2.78M – 262
2013
Q4 		$2.78M Buy
23,940
+100
+0.4% +$12.3K 0.28% 97
2013
Q3 		$3.06M Sell
23,840
-340
-1% -$43.7K 0.33% 84
2013
Q2 		$2.88M Buy
+24,180
New +$3.31M 0.33% 81

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Chesley Taft & Associates's GLD Position: Q2 2026 in Review

Chesley Taft & Associates reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, selling an estimated $892K and leaving 93,673 shares worth $34.5M. The position accounts for 1.34% of the portfolio, ranked #20.

Chesley Taft & Associates first reported a position in GLD in Q2 2013 and has held it in 46 quarters since. The position peaked at $46M in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Chesley Taft & Associates held 93,673 shares of SPDR Gold Trust worth $34.5M as of Q2 2026.
  • Chesley Taft & Associates sold 2,154 SPDR Gold Trust shares in Q2 2026, an estimated $892K.
  • SPDR Gold Trust made up 1.34% of Chesley Taft & Associates's portfolio in Q2 2026, its #20 holding.
  • Chesley Taft & Associates first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's SPDR Gold Trust position peaked at $46M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.