Lodestar Private Asset Management’s SPDR Gold Trust GLD Stock Holding History

Lodestar Private Asset Management’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	$5.75M	Sell	13,356 -488	-4%	-$219K	0.57%	47
2025 Q4	$5.49M	Sell	13,844 -544	-4%	-$208K	0.55%	47
2025 Q3	$5.11M	Buy	14,388 +52	+0.4%	+$16.6K	0.53%	48
2025 Q2	$4.37M	Sell	14,336 -447	-3%	-$135K	0.5%	50
2025 Q1	$4.26M	Sell	14,783 -268	-2%	-$70.9K	0.54%	46
2024 Q4	$3.64M	Sell	15,051 -202	-1%	-$49.6K	0.46%	53
2024 Q3	$3.71M	Sell	15,253 -232	-1%	-$53.1K	0.47%	53
2024 Q2	$3.33M	Sell	15,485 -194	-1%	-$42K	0.46%	53
2024 Q1	$3.23M	Sell	15,679 -42	-0.3%	-$8.06K	0.46%	55
2023 Q4	$3.01M	Buy	15,721 +129	+0.8%	+$23.6K	0.46%	55
2023 Q3	$2.67M	Sell	15,592 -433	-3%	-$77.4K	0.46%	54
2023 Q2	$2.86M	Sell	16,025 -65	-0.4%	-$11.9K	0.48%	52
2023 Q1	$2.95M	Sell	16,090 -81	-0.5%	-$14.3K	0.53%	48
2022 Q4	$2.74M	Buy	+16,171	New	+$2.6M	0.53%	48

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

Lodestar Private Asset Management's GLD Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its SPDR Gold Trust (GLD) stake by 3.5% in Q1 2026, selling an estimated $219K and leaving 13,356 shares worth $5.75M. The position accounts for 0.57% of the portfolio, ranked #47.

Lodestar Private Asset Management first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Lodestar Private Asset Management held 13,356 shares of SPDR Gold Trust worth $5.75M as of Q1 2026.
Lodestar Private Asset Management sold 488 SPDR Gold Trust shares in Q1 2026, an estimated $219K.
SPDR Gold Trust made up 0.57% of Lodestar Private Asset Management's portfolio in Q1 2026, its #47 holding.
Lodestar Private Asset Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.