Graybill Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Graybill Wealth 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	$13.9M	Sell	32,332 -100	-0.3%	-$44.8K	4.24%	3
2025 Q4	$12.9M	Sell	32,432 -27	-0.1%	-$10.3K	3.79%	3
2025 Q3	$11.5M	Buy	32,459 +256	+0.8%	+$81.6K	3.55%	3
2025 Q2	$9.82M	Sell	32,203 -7,559	-19%	-$2.29M	3.21%	3
2025 Q1	$11.5M	Buy	+39,762	New	+$10.5M	3.93%	2
2024 Q3	$9.5M	Buy	39,094 +331	+0.9%	+$75.8K	3.52%	3
2024 Q2	$8.33M	Buy	38,763 +56	+0.1%	+$12.1K	3.38%	3
2024 Q1	$7.96M	Buy	38,707 +847	+2%	+$163K	3.36%	6
2023 Q4	$7.24M	Buy	37,860 +176	+0.5%	+$32.3K	3.2%	7
2023 Q3	$6.46M	Sell	37,684 -187	-0.5%	-$33.4K	3.15%	7
2023 Q2	$6.75M	Sell	37,871 -30	-0.1%	-$5.51K	3.21%	7
2023 Q1	$6.94M	Buy	37,901 +233	+0.6%	+$41K	3.54%	4
2022 Q4	$6.39M	Buy	37,668 +7,458	+25%	+$1.2M	3.46%	6
2022 Q3	$4.67M	Buy	30,210 +142	+0.5%	+$22.8K	2.78%	11
2022 Q2	$5.07M	Buy	30,068 +27,454	+1,050%	+$4.79M	2.8%	10
2022 Q1	$472K	Buy	2,614 +595	+29%	+$104K	0.23%	44
2021 Q4	$345K	Sell	2,019 -400	-17%	-$67.2K	0.16%	46
2021 Q3	$397K	Buy	2,419 +400	+20%	+$67K	0.2%	45
2021 Q2	$334K	Buy	2,019 +204	+11%	+$34.7K	0.16%	48
2021 Q1	$290K	Hold	1,815	–	–	0.15%	47
2020 Q4	$324K	Hold	1,815	–	–	0.18%	45
2020 Q3	$321K	Hold	1,815	–	–	0.21%	47
2020 Q2	$304K	Hold	1,815	–	–	0.22%	46
2020 Q1	$269K	Hold	1,815	–	–	0.24%	42
2019 Q4	$259K	Hold	1,815	–	–	0.16%	48
2019 Q3	$252K	Sell	1,815 -100	-5%	-$13.9K	0.17%	48
2019 Q2	$255K	Hold	1,915	–	–	0.17%	44
2019 Q1	$234K	Hold	1,915	–	–	0.16%	47
2018 Q4	$232K	Hold	1,915	–	–	0.19%	45
2018 Q3	$216K	Sell	1,915 -160	-8%	-$18.4K	0.16%	47
2018 Q2	$246K	Hold	2,075	–	–	0.19%	45
2018 Q1	$261K	Hold	2,075	–	–	0.2%	44
2017 Q4	$257K	Hold	2,075	–	–	0.19%	47
2017 Q3	$252K	Sell	2,075 -100	-5%	-$12.2K	0.19%	46
2017 Q2	$257K	Hold	2,175	–	–	0.2%	44
2017 Q1	$258K	Hold	2,175	–	–	0.2%	44
2016 Q4	$238K	Sell	2,175 -300	-12%	-$34.8K	0.2%	42
2016 Q3	$311K	Hold	2,475	–	–	0.29%	42
2016 Q2	$313K	Sell	2,475 -100	-4%	-$12K	0.29%	44
2016 Q1	$303K	Sell	2,575 -50	-2%	-$5.67K	0.27%	43
2015 Q4	$266K	Hold	2,625	–	–	0.23%	45
2015 Q3	$281K	Hold	2,625	–	–	0.23%	48
2015 Q2	$295K	Hold	2,625	–	–	0.22%	50
2015 Q1	$298K	Buy	2,625 +150	+6%	+$17.5K	0.22%	50
2014 Q4	$281K	Hold	2,475	–	–	0.21%	50
2014 Q3	$288K	Hold	2,475	–	–	0.22%	49
2014 Q2	$317K	Hold	2,475	–	–	0.25%	48
2014 Q1	$306K	Hold	2,475	–	–	0.25%	47
2013 Q4	$287K	Hold	2,475	–	–	0.25%	46
2013 Q3	$317K	Hold	2,475	–	–	0.27%	53
2013 Q2	$295K	Buy	+2,475	New	+$339K	0.26%	54

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

Graybill Wealth Management's GLD Position: Q1 2026 in Review

Graybill Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.31% in Q1 2026, selling an estimated $44.8K and leaving 32,332 shares worth $13.9M. The position accounts for 4.24% of the portfolio, ranked #3.

Graybill Wealth Management first reported a position in GLD in Q2 2013 and has held it in 51 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Graybill Wealth Management held 32,332 shares of SPDR Gold Trust worth $13.9M as of Q1 2026.
Graybill Wealth Management sold 100 SPDR Gold Trust shares in Q1 2026, an estimated $44.8K.
SPDR Gold Trust made up 4.24% of Graybill Wealth Management's portfolio in Q1 2026, its #3 holding.
Graybill Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 51 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.