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L.J. Altfest & Co’s SPDR Gold Trust GLD Stock Holding History

L.J. Altfest & Co’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 		$6.02M Buy
13,990
+4,445
+47% +$1.99M 0.64% 30
2025
Q4 		$3.78M Sell
9,545
-17,796
-65% -$6.8M 0.41% 49
2025
Q3 		$9.72M Sell
27,341
-9,481
-26% -$3.02M 1.08% 23
2025
Q2 		$11.2M Sell
36,822
-15,264
-29% -$4.62M 1.32% 19
2025
Q1 		$15M Buy
52,086
+32,143
+161% +$8.5M 1.88% 16
2024
Q4 		$4.83M Buy
19,943
+6,627
+50% +$1.63M 0.62% 37
2024
Q3 		$3.24M Buy
13,316
+10,078
+311% +$2.31M 0.43% 46
2024
Q2 		$696K Sell
3,238
-172
-5% -$37.2K 0.1% 148
2024
Q1 		$702K Sell
3,410
-363
-10% -$69.7K 0.1% 151
2023
Q4 		$721K Buy
3,773
+128
+4% +$23.5K 0.1% 144
2023
Q3 		$625K Sell
3,645
-17,305
-83% -$3.09M 0.1% 147
2023
Q2 		$3.73M Sell
20,950
-3,659
-15% -$672K 0.56% 33
2023
Q1 		$4.51M Buy
24,609
+7,075
+40% +$1.24M 0.71% 25
2022
Q4 		$2.97M Buy
17,534
+4,883
+39% +$787K 0.49% 42
2022
Q3 		$1.96M Sell
12,651
-28,832
-70% -$4.64M 0.37% 44
2022
Q2 		$6.99M Sell
41,483
-7,719
-16% -$1.35M 1.26% 18
2022
Q1 		$8.89M Buy
+49,202
New +$8.63M 1.59% 14

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

L.J. Altfest & Co's GLD Position: Q1 2026 in Review

L.J. Altfest & Co increased its SPDR Gold Trust (GLD) stake by 47% in Q1 2026, buying an estimated $1.99M and bringing the position to 13,990 shares worth $6.02M. The position accounts for 0.64% of the portfolio, ranked #30.

L.J. Altfest & Co first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. The position peaked at $15M in Q1 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • L.J. Altfest & Co held 13,990 shares of SPDR Gold Trust worth $6.02M as of Q1 2026.
  • L.J. Altfest & Co bought 4,445 SPDR Gold Trust shares in Q1 2026, an estimated $1.99M.
  • SPDR Gold Trust made up 0.64% of L.J. Altfest & Co's portfolio in Q1 2026, its #30 holding.
  • L.J. Altfest & Co first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • L.J. Altfest & Co's SPDR Gold Trust position peaked at $15M in Q1 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.