HWG Holdings’s SPDR Gold Trust GLD Stock Holding History

HWG Holdings’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
2025 Q2	–	Sell	-183	Closed	-$52.7K	–	82
2025 Q1	$52.7K	Buy	+183	New	+$48.4K	0.02%	72
2024 Q3	–	Sell	-80	Closed	-$17.2K	–	77
2024 Q2	$17.2K	Buy	+80	New	+$17.3K	0.01%	80
2023 Q1	–	Sell	-100	Closed	-$17K	–	117
2022 Q4	$17K	Hold	100	–	–	0.01%	77
2022 Q3	$15K	Buy	+100	New	+$16.1K	0.01%	72
2022 Q1	$65K	Buy	362 +200	+123%	+$35.1K	0.03%	84
2021 Q4	$28K	Buy	+162	New	+$27.2K	0.01%	89
2021 Q2	$27K	Buy	+162	New	+$27.5K	0.01%	91
2021 Q1	–	Sell	-2,987	Closed	-$533K	–	108
2020 Q4	$533K	Sell	2,987 -7,575	-72%	-$1.33M	0.27%	50
2020 Q3	$1.87M	Buy	10,562 +228	+2%	+$41K	1.66%	18
2020 Q2	$1.73M	Buy	+10,334	New	+$1.67M	1.38%	18
2019 Q4	–	Sell	-7,117	Closed	-$988K	–	125
2019 Q3	$988K	Buy	+7,117	New	+$989K	0.91%	18
2018 Q3	–	Sell	-48	Closed	-$6K	–	104
2018 Q2	$6K	Hold	48	–	–	0.01%	83
2018 Q1	$6K	Hold	48	–	–	0.01%	68
2017 Q4	$6K	Sell	48 -2	-4%	-$242	0.01%	85
2017 Q3	$6K	Hold	50	–	–	﹤0.01%	85
2017 Q2	$6K	Buy	+50	New	+$5.98K	﹤0.01%	81

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWG Holdings's GLD Position: Q2 2025 in Review

HWG Holdings sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 183 shares — an estimated $52.7K sold.

HWG Holdings first reported a position in GLD in Q2 2017 and held it in 16 quarters. The position peaked at $1.87M in Q3 2020. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

HWG Holdings reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 183 SPDR Gold Trust shares in Q2 2025, an estimated $52.7K.
HWG Holdings first reported a position in SPDR Gold Trust in Q2 2017 and held it in 16 quarters.
HWG Holdings's SPDR Gold Trust position peaked at $1.87M in Q3 2020.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.