Cheviot Value Management’s SPDR Gold Trust GLD Stock Holding History

Cheviot Value Management’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	$187K	Hold	434	–	–	0.02%	131
2025 Q4	$215K	Hold	434	–	–	0.02%	125
2025 Q3	$158K	Buy	434 +39	+10%	+$12.4K	0.02%	145
2025 Q2	$124K	Hold	395	–	–	0.01%	141
2025 Q1	$121K	Buy	+395	New	+$104K	0.01%	140

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

Cheviot Value Management's GLD Position: Q1 2026 in Review

Cheviot Value Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 434 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #131.

Cheviot Value Management first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $215K in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Cheviot Value Management held 434 shares of SPDR Gold Trust worth $187K as of Q1 2026.
Cheviot Value Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.02% of Cheviot Value Management's portfolio in Q1 2026, its #131 holding.
Cheviot Value Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's SPDR Gold Trust position peaked at $215K in Q4 2025.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.