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Chicago Partners Investment Group’s SPDR Gold Trust GLD Stock Holding History

Chicago Partners 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 		$3.78M Sell
8,695
-2,496
-22% -$1.12M 0.08% 209
2025
Q4 		$5.13M Buy
11,191
+4,148
+59% +$1.58M 0.13% 156
2025
Q3 		$2.57M Buy
7,043
+1,374
+24% +$438K 0.07% 236
2025
Q2 		$1.77M Buy
5,669
+1,014
+22% +$307K 0.05% 280
2025
Q1 		$1.45M Buy
4,655
+2,105
+83% +$557K 0.05% 288
2024
Q4 		$627K Sell
2,550
-52
-2% -$12.8K 0.02% 448
2024
Q3 		$653K Buy
2,602
+234
+10% +$53.6K 0.02% 422
2024
Q2 		$527K Buy
2,368
+250
+12% +$54.1K 0.02% 457
2024
Q1 		$455K Buy
2,118
+292
+16% +$56K 0.02% 471
2023
Q4 		$340K Buy
1,826
+117
+7% +$21.4K 0.02% 518
2023
Q3 		$313K Buy
1,709
+20
+1% +$3.58K 0.02% 500
2023
Q2 		$303K Sell
1,689
-306
-15% -$56.2K 0.02% 528
2023
Q1 		$369K Buy
1,995
+188
+10% +$33.1K 0.02% 462
2022
Q4 		$314K Sell
1,807
-43
-2% -$6.93K 0.02% 469
2022
Q3 		$288K Sell
1,850
-692
-27% -$111K 0.02% 445
2022
Q2 		$417K Buy
2,542
+169
+7% +$29.5K 0.03% 369
2022
Q1 		$402K Buy
2,373
+253
+12% +$44.4K 0.03% 361
2021
Q4 		$370K Buy
2,120
+542
+34% +$91K 0.03% 394
2021
Q3 		$275K Buy
1,578
+231
+17% +$38.7K 0.02% 459
2021
Q2 		$227K Sell
1,347
-404
-23% -$68.6K 0.02% 479
2021
Q1 		$292K Sell
1,751
-5,928
-77% -$996K 0.02% 402
2020
Q4 		$1.33M Buy
7,679
+1,010
+15% +$178K 0.13% 136
2020
Q3 		$1.19M Buy
6,669
+4,672
+234% +$840K 0.14% 120
2020
Q2 		$364K Buy
1,997
+704
+54% +$114K 0.05% 259
2020
Q1 		$205K Buy
+1,293
New +$193K 0.03% 327
2018
Q4 		– Sell
-887
Closed -$103K – 561
2018
Q3 		$103K Sell
887
-457
-34% -$52.4K 0.02% 413
2018
Q2 		$159K Buy
1,344
+333
+33% +$41.2K 0.02% 317
2018
Q1 		$127K Hold
1,011
– – 0.02% 316
2017
Q4 		$125K Sell
1,011
-105
-9% -$12.7K 0.02% 321
2017
Q3 		$136K Buy
1,116
+716
+179% +$87.1K 0.02% 305
2017
Q2 		$46K Sell
400
-411
-51% -$49.2K 0.01% 396
2017
Q1 		$96K Sell
811
-100
-11% -$11.6K 0.03% 251
2016
Q4 		$100K Sell
911
-142
-13% -$16.5K 0.04% 231
2016
Q3 		$132K Buy
1,053
+100
+10% +$12.7K 0.05% 204
2016
Q2 		$121K Buy
953
+206
+28% +$24.8K 0.06% 176
2016
Q1 		$88K Sell
747
-210
-22% -$23.8K 0.05% 190
2015
Q4 		$97K Sell
957
-42
-4% -$4.44K 0.05% 232
2015
Q3 		$107K Hold
999
– – 0.06% 180
2015
Q2 		$112K Sell
999
-51
-5% -$5.84K 0.05% 183
2015
Q1 		$119K Buy
1,050
+1
+0.1% +$117 0.05% 170
2014
Q4 		$119K Buy
+1,049
New +$121K 0.05% 167

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 $59B AUM 32.99% 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

Chicago Partners Investment Group's GLD Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its SPDR Gold Trust (GLD) stake by 22% in Q1 2026, selling an estimated $1.12M and leaving 8,695 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #209.

Chicago Partners Investment Group first reported a position in GLD in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.13M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Chicago Partners Investment Group held 8,695 shares of SPDR Gold Trust worth $3.78M as of Q1 2026.
  • Chicago Partners Investment Group sold 2,496 SPDR Gold Trust shares in Q1 2026, an estimated $1.12M.
  • SPDR Gold Trust made up 0.08% of Chicago Partners Investment Group's portfolio in Q1 2026, its #209 holding.
  • Chicago Partners Investment Group first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 41 quarters since.
  • Chicago Partners Investment Group's SPDR Gold Trust position peaked at $5.13M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.