D.L. Carlson Investment Group’s SPDR Gold Trust GLD Stock Holding History

D.L. Carlson 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	$1.97M	Sell	4,568 -391	-8%	-$175K	0.34%	76
2025 Q4	$1.97M	Sell	4,959 -55	-1%	-$21K	0.33%	72
2025 Q3	$1.78M	Sell	5,014 -20	-0.4%	-$6.37K	0.3%	78
2025 Q2	$1.53M	Sell	5,034 -43	-0.8%	-$13K	0.28%	80
2025 Q1	$1.46M	Sell	5,077 -43	-0.8%	-$11.4K	0.28%	86
2024 Q4	$1.24M	Hold	5,120	–	–	0.22%	87
2024 Q3	$1.24M	Sell	5,120 -3	-0.1%	-$687	0.23%	93
2024 Q2	$1.1M	Buy	5,123 +2,092	+69%	+$452K	0.21%	94
2024 Q1	$624K	Sell	3,031 -23	-0.8%	-$4.41K	0.12%	109
2023 Q4	$567K	Buy	3,054 +884	+41%	+$162K	0.12%	107
2023 Q3	$372K	Sell	2,170 -3	-0.1%	-$536	0.08%	109
2023 Q2	$387K	Buy	+2,173	New	+$399K	0.07%	110
2013 Q4	–	Sell	-2,270	Closed	-$291K	–	127
2013 Q3	$291K	Hold	2,270	–	–	0.11%	108
2013 Q2	$270K	Buy	+2,270	New	+$311K	0.11%	106

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

D.L. Carlson Investment Group's GLD Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its SPDR Gold Trust (GLD) stake by 7.9% in Q1 2026, selling an estimated $175K and leaving 4,568 shares worth $1.97M. The position accounts for 0.34% of the portfolio, ranked #76.

D.L. Carlson Investment Group first reported a position in GLD in Q2 2013 and has held it in 14 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

D.L. Carlson Investment Group held 4,568 shares of SPDR Gold Trust worth $1.97M as of Q1 2026.
D.L. Carlson Investment Group sold 391 SPDR Gold Trust shares in Q1 2026, an estimated $175K.
SPDR Gold Trust made up 0.34% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #76 holding.
D.L. Carlson Investment Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 14 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.