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

Empirical 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	$3.97M	Sell	9,237 -26,351	-74%	-$11.8M	1.05%	12
2025 Q4	$3.78M	Sell	35,588 -816	-2%	-$312K	1.07%	14
2025 Q3	$3.68M	Buy	36,404 +26,197	+257%	+$8.35M	1.02%	12
2025 Q2	$3.11M	Buy	10,207 +366	+4%	+$111K	0.96%	13
2025 Q1	$2.84M	Sell	9,841 -5,754	-37%	-$1.52M	0.97%	14
2024 Q4	$2.35M	Buy	15,595 +47	+0.3%	+$11.6K	0.78%	19
2024 Q3	$2.34M	Sell	15,548 -65	-0.4%	-$14.9K	0.83%	23
2024 Q2	$2.09M	Buy	15,613 +10,074	+182%	+$2.18M	0.79%	20
2024 Q1	$1.14M	Buy	5,539 +635	+13%	+$122K	0.55%	48
2023 Q4	$938K	Buy	4,904 +11	+0.2%	+$2.02K	0.76%	35
2023 Q3	$839K	Sell	4,893 -46	-0.9%	-$8.22K	0.73%	37
2023 Q2	$880K	Buy	4,939 +16	+0.3%	+$2.94K	0.78%	38
2023 Q1	$902K	Sell	4,923 -490	-9%	-$86.2K	0.86%	37
2022 Q4	$910K	Buy	5,413 +461	+9%	+$74.3K	0.96%	26
2022 Q3	$766K	Sell	4,952 -27	-0.5%	-$4.34K	0.84%	34
2022 Q2	$839K	Buy	4,979 +10	+0.2%	+$1.75K	0.88%	33
2022 Q1	$898K	Sell	4,969 -433	-8%	-$76K	0.85%	36
2021 Q4	$924K	Buy	+5,402	New	+$907K	0.89%	32

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

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

Empirical Asset Management reduced its SPDR Gold Trust (GLD) stake by 74% in Q1 2026, selling an estimated $11.8M and leaving 9,237 shares worth $3.97M. The position accounts for 1.05% of the portfolio, ranked #12.

Empirical Asset Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Empirical Asset Management held 9,237 shares of SPDR Gold Trust worth $3.97M as of Q1 2026.
Empirical Asset Management sold 26,351 SPDR Gold Trust shares in Q1 2026, an estimated $11.8M.
SPDR Gold Trust made up 1.05% of Empirical Asset Management's portfolio in Q1 2026, its #12 holding.
Empirical Asset Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.