Interchange Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Interchange Capital 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 Q1	–	Sell	-4,703	Closed	-$1.86M	–	378
2025 Q4	$1.86M	Hold	4,703	–	–	0.35%	63
2025 Q3	$1.67M	Hold	4,703	–	–	0.33%	61
2025 Q2	$1.43M	Hold	4,703	–	–	0.33%	64
2025 Q1	$1.36M	Buy	+4,703	New	+$1.24M	0.38%	60
2021 Q1	–	Sell	-934	Closed	-$166K	–	573
2020 Q4	$166K	Buy	+934	New	+$164K	0.09%	241

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Interchange Capital Partners's GLD Position: Q1 2026 in Review

Interchange Capital Partners sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 4,703 shares — an estimated $1.86M sold.

Interchange Capital Partners first reported a position in GLD in Q4 2020 and held it in 5 quarters. The position peaked at $1.86M in Q4 2025. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Interchange Capital Partners reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 4,703 SPDR Gold Trust shares in Q1 2026, an estimated $1.86M.
Interchange Capital Partners first reported a position in SPDR Gold Trust in Q4 2020 and held it in 5 quarters.
Interchange Capital Partners's SPDR Gold Trust position peaked at $1.86M in Q4 2025.
3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.