Cresset Asset Management’s SPDR Gold Trust GLD Stock Holding History

Cresset Asset 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	$12.5K	Sell	700 -200	-22%	-$89.6K	﹤0.01%	1607
2025 Q4	$357K	Buy	900 +300	+50%	+$115K	﹤0.01%	1215
2025 Q3	$213K	Buy	600 +200	+50%	+$63.7K	﹤0.01%	1404
2025 Q2	$122K	Sell	400 -400	-50%	-$121K	﹤0.01%	1352
2025 Q1	$231K	Buy	+800	New	+$212K	﹤0.01%	1459
2024 Q4	–	Sell	-800	Closed	-$197K	–	1207
2024 Q3	$194K	Hold	800	–	–	﹤0.01%	1984
2024 Q2	$172K	Buy	+800	New	+$173K	﹤0.01%	1907

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

Cresset Asset Management's GLD Position: Q1 2026 in Review

Cresset Asset Management reduced its SPDR Gold Trust (GLD) stake by 0.6% in Q1 2026, selling an estimated $844K and leaving 312,487 shares worth $134M. The position accounts for 0.58% of the portfolio, ranked #28.

Cresset Asset Management first reported a position in GLD in Q1 2019 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Cresset Asset Management held 312,487 shares of SPDR Gold Trust worth $134M as of Q1 2026.
Cresset Asset Management sold 1,885 SPDR Gold Trust shares in Q1 2026, an estimated $844K.
SPDR Gold Trust made up 0.58% of Cresset Asset Management's portfolio in Q1 2026, its #28 holding.
Cresset Asset Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 26 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.