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Marshall & Sullivan’s SPDR Gold Trust GLD Stock Holding History

Marshall & Sullivan’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 		$355K Hold
1,000
– – 0.16% 39
2025
Q2 		$305K Hold
1,000
– – 0.15% 39
2025
Q1 		$288K Hold
1,000
– – 0.15% 37
2024
Q4 		$242K Hold
1,000
– – 0.12% 41
2024
Q3 		$243K Hold
1,000
– – 0.12% 39
2024
Q2 		$215K Hold
1,000
– – 0.11% 40
2024
Q1 		$206K Buy
+1,000
New +$192K 0.1% 41
2023
Q1 		– Sell
-1,000
Closed -$170K – 49
2022
Q4 		$170K Buy
+1,000
New +$161K 0.11% 41
2022
Q3 		– Sell
-1,000
Closed -$168K – 54
2022
Q2 		$168K Buy
+1,000
New +$175K 0.1% 39

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

Marshall & Sullivan's GLD Position: Q3 2025 in Review

Marshall & Sullivan held its SPDR Gold Trust (GLD) position steady in Q3 2025 at 1,000 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #39.

Marshall & Sullivan first reported a position in GLD in Q2 2022 and has held it in 9 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Marshall & Sullivan held 1,000 shares of SPDR Gold Trust worth $355K as of Q3 2025.
  • Marshall & Sullivan left its SPDR Gold Trust share count unchanged in Q3 2025.
  • SPDR Gold Trust made up 0.16% of Marshall & Sullivan's portfolio in Q3 2025, its #39 holding.
  • Marshall & Sullivan first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 9 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.