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 Q2	$4.56M	Sell	12,367 -4,145	-25%	-$1.72M	2.38%	15
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ewing Morris & Co Investment Partners's GLD Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, selling an estimated $1.72M and leaving 12,367 shares worth $4.56M. The position accounts for 2.38% of the portfolio, ranked #15.

Ewing Morris & Co Investment Partners first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.1M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ewing Morris & Co Investment Partners held 12,367 shares of SPDR Gold Trust worth $4.56M as of Q2 2026.
Ewing Morris & Co Investment Partners sold 4,145 SPDR Gold Trust shares in Q2 2026, an estimated $1.72M.
SPDR Gold Trust made up 2.38% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #15 holding.
Ewing Morris & Co Investment Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
Ewing Morris & Co Investment Partners's SPDR Gold Trust position peaked at $7.1M in Q1 2026.
3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.