Great Lakes Retirement’s SPDR Gold Trust GLD Stock Holding History

Great Lakes Retirement’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	$441K	Sell	1,026 -19	-2%	-$8.51K	0.05%	186
2025 Q4	$414K	Buy	1,045 +19	+2%	+$7.26K	0.04%	185
2025 Q3	$365K	Hold	1,026	–	–	0.04%	181
2025 Q2	$313K	Buy	+1,026	New	+$311K	0.04%	186
2024 Q3	–	Sell	-50	Closed	-$10.8K	–	374
2024 Q2	$10.8K	Buy	+50	New	+$10.8K	﹤0.01%	477
2020 Q1	–	Sell	-4,087	Closed	-$584K	–	154
2019 Q4	$584K	Buy	+4,087	New	+$571K	0.18%	112

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

Great Lakes Retirement's GLD Position: Q1 2026 in Review

Great Lakes Retirement reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q1 2026, selling an estimated $8.51K and leaving 1,026 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #186.

Great Lakes Retirement first reported a position in GLD in Q4 2019 and has held it in 6 quarters since. The position peaked at $584K in Q4 2019. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Great Lakes Retirement held 1,026 shares of SPDR Gold Trust worth $441K as of Q1 2026.
Great Lakes Retirement sold 19 SPDR Gold Trust shares in Q1 2026, an estimated $8.51K.
SPDR Gold Trust made up 0.05% of Great Lakes Retirement's portfolio in Q1 2026, its #186 holding.
Great Lakes Retirement first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 6 quarters since.
Great Lakes Retirement's SPDR Gold Trust position peaked at $584K in Q4 2019.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.