LBMC Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

LBMC Investment Advisors’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	$351K	Hold	815	–	–	0.02%	187
2025 Q4	$323K	Hold	815	–	–	0.02%	178
2025 Q3	$290K	Hold	815	–	–	0.02%	198
2025 Q2	$248K	Hold	815	–	–	0.02%	188
2025 Q1	$235K	Buy	+815	New	+$216K	0.02%	183
2023 Q4	–	Sell	-2,767	Closed	-$468K	–	167
2023 Q3	$468K	Hold	2,767	–	–	0.05%	97
2023 Q2	$493K	Sell	2,767 -2,947	-52%	-$541K	0.05%	96
2023 Q1	$1.05M	Hold	5,714	–	–	0.11%	55
2022 Q4	$969K	Hold	5,714	–	–	0.1%	59
2022 Q3	$884K	Sell	5,714 -380	-6%	-$61.1K	0.1%	55
2022 Q2	$1.03M	Hold	6,094	–	–	0.11%	51
2022 Q1	$1.1M	Sell	6,094 -1	-0%	-$175	0.1%	55
2021 Q4	$1.04M	Sell	6,095 -61,829	-91%	-$10.4M	0.09%	63
2021 Q3	$1K	Buy	67,924 +60,994	+880%	+$10.2M	0.09%	61
2021 Q2	$1.15M	Buy	6,930 +3,809	+122%	+$647K	0.11%	54
2021 Q1	$499K	Sell	3,121 -613	-16%	-$103K	0.05%	78
2020 Q4	$666K	Sell	3,734 -2,020	-35%	-$356K	0.08%	61
2020 Q3	$1.02M	Buy	5,754 +3,780	+191%	+$679K	0.14%	45
2020 Q2	$330K	Hold	1,974	–	–	0.05%	73
2020 Q1	$292K	Hold	1,974	–	–	0.05%	71
2019 Q4	$282K	Hold	1,974	–	–	0.04%	78
2019 Q3	$274K	Hold	1,974	–	–	0.04%	78
2019 Q2	$263K	Buy	+1,974	New	+$244K	0.04%	83
2018 Q4	–	Sell	-7,628	Closed	-$860K	–	95
2018 Q3	$860K	Sell	7,628 -292	-4%	-$33.5K	0.14%	36
2018 Q2	$940K	Hold	7,920	–	–	0.16%	36
2018 Q1	$996K	Hold	7,920	–	–	0.17%	35
2017 Q4	$979K	Hold	7,920	–	–	0.16%	34
2017 Q3	$963K	Buy	7,920 +292	+4%	+$35.5K	0.17%	32
2017 Q2	$900K	Hold	7,628	–	–	0.16%	31
2017 Q1	$906K	Hold	7,628	–	–	0.16%	32
2016 Q4	$836K	Hold	7,628	–	–	0.16%	32
2016 Q3	$958K	Hold	7,628	–	–	0.18%	31
2016 Q2	$965K	Buy	7,628 +18	+0.2%	+$2.17K	0.19%	28
2016 Q1	$895K	Hold	7,610	–	–	0.19%	26
2015 Q4	$772K	Hold	7,610	–	–	0.17%	30
2015 Q3	$813K	Hold	7,610	–	–	0.18%	28
2015 Q2	$855K	Hold	7,610	–	–	0.18%	27
2015 Q1	$865K	Hold	7,610	–	–	0.19%	27
2014 Q4	$864K	Sell	7,610 -600	-7%	-$69.2K	0.2%	26
2014 Q3	$954K	Hold	8,210	–	–	0.23%	23
2014 Q2	$1.05M	Hold	8,210	–	–	0.28%	23
2014 Q1	$1.01M	Hold	8,210	–	–	0.26%	23
2013 Q4	$953K	Hold	8,210	–	–	0.25%	23
2013 Q3	$1.05M	Hold	8,210	–	–	0.31%	24
2013 Q2	$978K	Buy	+8,210	New	+$1.12M	0.34%	23

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LBMC Investment Advisors's GLD Position: Q1 2026 in Review

LBMC Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 815 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #187.

LBMC Investment Advisors first reported a position in GLD in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.15M in Q2 2021. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

LBMC Investment Advisors held 815 shares of SPDR Gold Trust worth $351K as of Q1 2026.
LBMC Investment Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #187 holding.
LBMC Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 45 quarters since.
LBMC Investment Advisors's SPDR Gold Trust position peaked at $1.15M in Q2 2021.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.