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Donaldson Capital Management’s SPDR Gold Trust GLD Stock Holding History

Donaldson Capital 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 		$274K Sell
636
-255
-29% -$114K 0.01% 218
2025
Q4 		$353K Buy
+891
New +$340K 0.01% 198

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

Donaldson Capital Management's GLD Position: Q1 2026 in Review

Donaldson Capital Management reduced its SPDR Gold Trust (GLD) stake by 29% in Q1 2026, selling an estimated $114K and leaving 636 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #218.

Donaldson Capital Management first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $353K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Donaldson Capital Management held 636 shares of SPDR Gold Trust worth $274K as of Q1 2026.
  • Donaldson Capital Management sold 255 SPDR Gold Trust shares in Q1 2026, an estimated $114K.
  • SPDR Gold Trust made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #218 holding.
  • Donaldson Capital Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Donaldson Capital Management's SPDR Gold Trust position peaked at $353K in Q4 2025.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.