Ewing Morris & Co Investment Partners’s SPDR Gold Trust GLD Stock Holding History

Ewing Morris & Co Investment Partners’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	$7.1M	Buy	16,512 +734	+5%	+$329K	3.2%	5
2025 Q4	$6.33M	Sell	15,778 -351	-2%	-$134K	2.76%	10
2025 Q3	$5.73M	Buy	16,129 +5,138	+47%	+$1.64M	2.45%	12
2025 Q2	$3.35M	Buy	10,991 +4,446	+68%	+$1.35M	1.5%	24
2025 Q1	$2.48M	Hold	6,545	–	–	0.78%	35
2024 Q4	$1.58M	Buy	+6,545	New	+$1.61M	0.55%	46
2023 Q1	–	Sell	-30,000	Closed	-$5.09M	–	31
2022 Q4	$5.09M	Hold	30,000	–	–	6.14%	7
2022 Q3	$4.64M	Hold	30,000	–	–	6.07%	5
2022 Q2	$6.5M	Hold	30,000	–	–	4.41%	7
2022 Q1	$6.77M	Hold	30,000	–	–	4.23%	7
2021 Q4	$6.49M	Buy	+30,000	New	+$5.04M	4.43%	7

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

Ewing Morris & Co Investment Partners's GLD Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its SPDR Gold Trust (GLD) stake by 4.7% in Q1 2026, buying an estimated $329K and bringing the position to 16,512 shares worth $7.1M. The position accounts for 3.2% of the portfolio, ranked #5.

Ewing Morris & Co Investment Partners first reported a position in GLD in Q4 2021 and has held it in 11 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Ewing Morris & Co Investment Partners held 16,512 shares of SPDR Gold Trust worth $7.1M as of Q1 2026.
Ewing Morris & Co Investment Partners bought 734 SPDR Gold Trust shares in Q1 2026, an estimated $329K.
SPDR Gold Trust made up 3.2% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #5 holding.
Ewing Morris & Co Investment Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 11 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.