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Clifford Swan Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

Clifford Swan Investment Counsel’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 		$29.5M Sell
68,511
-5,716
-8% -$2.56M 1% 28
2025
Q4 		$29.4M Sell
74,227
-3,542
-5% -$1.35M 0.98% 29
2025
Q3 		$27.6M Buy
77,769
+1,317
+2% +$420K 0.92% 34
2025
Q2 		$23.3M Sell
76,452
-5,452
-7% -$1.65M 0.82% 38
2025
Q1 		$23.6M Sell
81,904
-5,464
-6% -$1.44M 0.87% 37
2024
Q4 		$21.2M Sell
87,368
-1,099
-1% -$270K 0.76% 40
2024
Q3 		$21.5M Buy
88,467
+950
+1% +$218K 0.76% 41
2024
Q2 		$18.8M Buy
87,517
+303
+0.3% +$65.5K 0.7% 43
2024
Q1 		$17.9M Buy
87,214
+10,547
+14% +$2.02M 0.67% 50
2023
Q4 		$14.7M Buy
76,667
+1,001
+1% +$183K 0.57% 56
2023
Q3 		$13M Buy
75,666
+835
+1% +$149K 0.54% 58
2023
Q2 		$13.3M Buy
74,831
+721
+1% +$132K 0.54% 60
2023
Q1 		$13.6M Buy
74,110
+581
+0.8% +$102K 0.57% 58
2022
Q4 		$12.5M Sell
73,529
-180
-0.2% -$29K 0.54% 60
2022
Q3 		$11.4M Buy
73,709
+24
+0% +$3.86K 0.54% 58
2022
Q2 		$12.4M Buy
73,685
+549
+0.8% +$95.9K 0.54% 58
2022
Q1 		$13.2M Buy
73,136
+8,913
+14% +$1.56M 0.49% 58
2021
Q4 		$11M Buy
64,223
+804
+1% +$135K 0.38% 73
2021
Q3 		$10.6M Sell
63,419
-2,934
-4% -$491K 0.39% 74
2021
Q2 		$11.2M Buy
66,353
+3,510
+6% +$596K 0.43% 71
2021
Q1 		$10.1M Buy
62,843
+15,812
+34% +$2.66M 0.41% 73
2020
Q4 		$8.39M Buy
47,031
+15,006
+47% +$2.64M 0.37% 77
2020
Q3 		$5.67M Buy
32,025
+7,704
+32% +$1.38M 0.27% 91
2020
Q2 		$4.07M Hold
24,321
– – 0.21% 104
2020
Q1 		$3.6M Sell
24,321
-925
-4% -$138K 0.22% 103
2019
Q4 		$3.61M Buy
25,246
+2,000
+9% +$279K 0.17% 112
2019
Q3 		$3.23M Buy
23,246
+2,438
+12% +$339K 0.17% 111
2019
Q2 		$2.77M Sell
20,808
-125
-0.6% -$15.4K 0.15% 114
2019
Q1 		$2.55M Hold
20,933
– – 0.14% 117
2018
Q4 		$2.54M Buy
20,933
+70
+0.3% +$8.13K 0.15% 113
2018
Q3 		$2.35M Sell
20,863
-125
-0.6% -$14.3K 0.12% 119
2018
Q2 		$2.49M Hold
20,988
– – 0.14% 117
2018
Q1 		$2.64M Hold
20,988
– – 0.15% 113
2017
Q4 		$2.6M Buy
20,988
+1,290
+7% +$156K 0.14% 116
2017
Q3 		$2.4M Buy
19,698
+10
+0.1% +$1.22K 0.15% 117
2017
Q2 		$2.32M Sell
19,688
-1,172
-6% -$140K 0.14% 116
2017
Q1 		$2.48M Sell
20,860
-600
-3% -$69.8K 0.16% 112
2016
Q4 		$2.35M Buy
21,460
+3,460
+19% +$402K 0.16% 112
2016
Q3 		$2.26M Buy
18,000
+3,525
+24% +$449K 0.15% 113
2016
Q2 		$1.83M Sell
14,475
-1,608
-10% -$194K 0.13% 120
2016
Q1 		$1.89M Buy
16,083
+1,017
+7% +$115K 0.13% 119
2015
Q4 		$1.53M Sell
15,066
-1,400
-9% -$148K 0.1% 129
2015
Q3 		$1.76M Buy
16,466
+2,280
+16% +$246K 0.13% 115
2015
Q2 		$1.59M Sell
14,186
-550
-4% -$63K 0.11% 125
2015
Q1 		$1.68M Buy
14,736
+200
+1% +$23.4K 0.11% 120
2014
Q4 		$1.65M Buy
14,536
+2,627
+22% +$303K 0.11% 118
2014
Q3 		$1.38M Buy
11,909
+3,850
+48% +$475K 0.09% 121
2014
Q2 		$1.03M Buy
8,059
+4,445
+123% +$552K 0.07% 137
2014
Q1 		$447K Sell
3,614
-848
-19% -$106K 0.03% 190
2013
Q4 		$518K Sell
4,462
-30
-0.7% -$3.68K 0.04% 162
2013
Q3 		$576K Buy
4,492
+5
+0.1% +$642 0.05% 152
2013
Q2 		$534K Buy
+4,487
New +$615K 0.04% 153

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

Clifford Swan Investment Counsel's GLD Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its SPDR Gold Trust (GLD) stake by 7.7% in Q1 2026, selling an estimated $2.56M and leaving 68,511 shares worth $29.5M. The position accounts for 1% of the portfolio, ranked #28.

Clifford Swan Investment Counsel first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Clifford Swan Investment Counsel held 68,511 shares of SPDR Gold Trust worth $29.5M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 5,716 SPDR Gold Trust shares in Q1 2026, an estimated $2.56M.
  • SPDR Gold Trust made up 1% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #28 holding.
  • Clifford Swan Investment Counsel first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.