GLOBALT Investments’s SPDR Gold Trust GLD Stock Holding History

GLOBALT Investments’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	$63.6M	Sell	147,877 -62,753	-30%	-$28.1M	2.27%	8
2025 Q4	$83.5M	Sell	210,630 -92,622	-31%	-$35.4M	3.05%	6
2025 Q3	$108M	Sell	303,252 -4,939	-2%	-$1.57M	3.94%	6
2025 Q2	$93.9M	Sell	308,191 -188,325	-38%	-$57M	3.6%	6
2025 Q1	$143M	Sell	496,516 -107,855	-18%	-$28.5M	5.85%	4
2024 Q4	$146M	Sell	604,371 -2,950	-0.5%	-$725K	5.6%	3
2024 Q3	$148M	Sell	607,321 -27,419	-4%	-$6.28M	5.53%	4
2024 Q2	$136M	Buy	634,740 +1,089	+0.2%	+$236K	5.45%	3
2024 Q1	$130M	Sell	633,651 -15,330	-2%	-$2.94M	5.19%	4
2023 Q4	$124M	Buy	+648,981	New	+$119M	5.16%	3

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

GLOBALT Investments's GLD Position: Q1 2026 in Review

GLOBALT Investments reduced its SPDR Gold Trust (GLD) stake by 30% in Q1 2026, selling an estimated $28.1M and leaving 147,877 shares worth $63.6M. The position accounts for 2.27% of the portfolio, ranked #8.

GLOBALT Investments first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $148M in Q3 2024. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

GLOBALT Investments held 147,877 shares of SPDR Gold Trust worth $63.6M as of Q1 2026.
GLOBALT Investments sold 62,753 SPDR Gold Trust shares in Q1 2026, an estimated $28.1M.
SPDR Gold Trust made up 2.27% of GLOBALT Investments's portfolio in Q1 2026, its #8 holding.
GLOBALT Investments first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's SPDR Gold Trust position peaked at $148M in Q3 2024.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.