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Kathleen S. Wright Associates’s SPDR Gold Trust GLD Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$26.7K Hold
75
– – 0.01% 178
2025
Q2 		$22.9K Hold
75
– – 0.01% 188
2025
Q1 		$21.6K Hold
75
– – 0.01% 186
2024
Q4 		$18.2K Hold
75
– – 0.01% 199
2024
Q3 		$18.2K Hold
75
– – 0.01% 212
2024
Q2 		$16.1K Sell
75
-100
-57% -$21.6K 0.01% 176
2024
Q1 		$36K Buy
+175
New +$33.6K 0.02% 143

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kathleen S. Wright Associates's GLD Position: Q3 2025 in Review

Kathleen S. Wright Associates held its SPDR Gold Trust (GLD) position steady in Q3 2025 at 75 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #178.

Kathleen S. Wright Associates first reported a position in GLD in Q1 2024 and has held it in 7 quarters since. The position peaked at $36K in Q1 2024. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Kathleen S. Wright Associates held 75 shares of SPDR Gold Trust worth $26.7K as of Q3 2025.
  • Kathleen S. Wright Associates left its SPDR Gold Trust share count unchanged in Q3 2025.
  • SPDR Gold Trust made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #178 holding.
  • Kathleen S. Wright Associates first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 7 quarters since.
  • Kathleen S. Wright Associates's SPDR Gold Trust position peaked at $36K in Q1 2024.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.