McAdam LLC’s SPDR Gold Trust GLD Stock Holding History

McAdam LLC’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	$879K	Buy	2,043 +378	+23%	+$169K	0.04%	173
2025 Q4	$660K	Buy	1,665 +282	+20%	+$108K	0.03%	197
2025 Q3	$492K	Sell	1,383 -2	-0.1%	-$637	0.02%	219
2025 Q2	$422K	Sell	1,385 -5,422	-80%	-$1.64M	0.02%	226
2025 Q1	$715K	Buy	6,807 +3,494	+105%	+$924K	0.04%	149
2024 Q4	$802K	Buy	3,313 +1,407	+74%	+$346K	0.04%	153
2024 Q3	$463K	Sell	1,906 -45	-2%	-$10.3K	0.03%	205
2024 Q2	$419K	Buy	+1,951	New	+$422K	0.03%	192
2024 Q1	–	Sell	-1,061	Closed	-$203K	–	308
2023 Q4	$203K	Buy	+1,061	New	+$194K	0.01%	265
2018 Q4	–	Sell	-184	Closed	-$21K	–	254
2018 Q3	$21K	Sell	184 -200	-52%	-$22.9K	0.01%	247
2018 Q2	$46K	Buy	384 +200	+109%	+$24.8K	0.02%	158
2018 Q1	$23K	Buy	+184	New	+$23.2K	0.01%	222

Other funds holding GLD

Bank of America

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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 New York $871B AUM 31.28% 1-Year Est. Return