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

Cypress 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
2025 Q4	$597K	Hold	1,507	–	–	0.13%	80
2025 Q3	$536K	Hold	1,507	–	–	0.12%	83
2025 Q2	$459K	Hold	1,507	–	–	0.11%	89
2025 Q1	$434K	Sell	1,507 -158	-9%	-$41.8K	0.12%	92
2024 Q4	$403K	Buy	1,665 +130	+8%	+$31.9K	0.1%	90
2024 Q3	$373K	Sell	1,535 -80	-5%	-$18.3K	0.09%	90
2024 Q2	$347K	Hold	1,615	–	–	0.09%	89
2024 Q1	$332K	Hold	1,615	–	–	0.09%	93
2023 Q4	$309K	Sell	1,615 -35	-2%	-$6.42K	0.09%	96
2023 Q3	$283K	Hold	1,650	–	–	0.09%	100
2023 Q2	$294K	Sell	1,650 -40	-2%	-$7.35K	0.09%	108
2023 Q1	$310K	Hold	1,690	–	–	0.11%	109
2022 Q4	$287K	Sell	1,690 -440	-21%	-$70.9K	0.1%	111
2022 Q3	$329K	Sell	2,130 -1,565	-42%	-$252K	0.13%	104
2022 Q2	$622K	Sell	3,695 -100	-3%	-$17.5K	0.22%	91
2022 Q1	$686K	Hold	3,795	–	–	0.2%	95
2021 Q4	$649K	Hold	3,795	–	–	0.15%	104
2021 Q3	$623K	Hold	3,795	–	–	0.16%	105
2021 Q2	$629K	Sell	3,795 -3,455	-48%	-$587K	0.16%	104
2021 Q1	$1.16M	Sell	7,250 -65	-0.9%	-$10.9K	0.32%	86
2020 Q4	$1.3M	Buy	7,315 +590	+9%	+$104K	0.36%	81
2020 Q3	$1.19M	Buy	+6,725	New	+$1.21M	0.37%	82

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Cypress Asset Management's GLD Position: Q4 2025 in Review

Cypress Asset Management held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 1,507 shares worth $597K. The position accounts for 0.13% of the portfolio, ranked #80.

Cypress Asset Management first reported a position in GLD in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2020. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Cypress Asset Management held 1,507 shares of SPDR Gold Trust worth $597K as of Q4 2025.
Cypress Asset Management left its SPDR Gold Trust share count unchanged in Q4 2025.
SPDR Gold Trust made up 0.13% of Cypress Asset Management's portfolio in Q4 2025, its #80 holding.
Cypress Asset Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 22 quarters since.
Cypress Asset Management's SPDR Gold Trust position peaked at $1.3M in Q4 2020.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.