MB, Levis & Associates’s SPDR Gold Trust GLD Stock Holding History

MB, Levis & 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
2026 Q3	$57.1K	Hold	150	–	–	0.02%	103
2026 Q2	$55.3K	Hold	150	–	–	0.02%	101
2026 Q1	$64.5K	Hold	150	–	–	0.03%	96
2025 Q4	$59.4K	Hold	150	–	–	0.03%	100
2025 Q3	$53.3K	Sell	150 -56	-27%	-$17.8K	0.02%	102
2025 Q2	$62.8K	Hold	206	–	–	0.03%	111
2025 Q1	$59.4K	Hold	206	–	–	0.03%	110
2024 Q4	$49.9K	Hold	206	–	–	0.03%	117
2024 Q3	$50.1K	Hold	206	–	–	0.02%	121
2024 Q2	$44.3K	Hold	206	–	–	0.02%	119
2024 Q1	$42.4K	Hold	206	–	–	0.02%	121
2023 Q4	$39.4K	Hold	206	–	–	0.02%	125
2023 Q3	$35.3K	Hold	206	–	–	0.02%	130
2023 Q2	$36.7K	Hold	206	–	–	0.02%	134
2023 Q1	$37.7K	Hold	206	–	–	0.03%	128
2022 Q4	$34.9K	Buy	+206	New	+$33.2K	0.03%	124

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MB, Levis & Associates's GLD Position: Q3 2026 in Review

MB, Levis & Associates held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 150 shares worth $57.1K. The position accounts for 0.02% of the portfolio, ranked #103.

MB, Levis & Associates first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $64.5K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

MB, Levis & Associates held 150 shares of SPDR Gold Trust worth $57.1K as of Q3 2026.
MB, Levis & Associates left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.02% of MB, Levis & Associates's portfolio in Q3 2026, its #103 holding.
MB, Levis & Associates first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's SPDR Gold Trust position peaked at $64.5K in Q1 2026.
2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.