Lane & Associates’s SPDR Gold Trust GLD Stock Holding History

Lane & 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 Q1	$279K	Buy	970 +166	+21%	+$43.9K	0.15%	100
2024 Q4	$208K	Buy	+804	New	+$198K	0.11%	115

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Lane & Associates's GLD Position: Q1 2025 in Review

Lane & Associates increased its SPDR Gold Trust (GLD) stake by 21% in Q1 2025, buying an estimated $43.9K and bringing the position to 970 shares worth $279K. The position accounts for 0.15% of the portfolio, ranked #100.

Lane & Associates first reported a position in GLD in Q4 2024 and has held it in 2 quarters since. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Lane & Associates held 970 shares of SPDR Gold Trust worth $279K as of Q1 2025.
Lane & Associates bought 166 SPDR Gold Trust shares in Q1 2025, an estimated $43.9K.
SPDR Gold Trust made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #100 holding.
Lane & Associates first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 2 quarters since.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.