MA
GLD icon

McBroom & Associates’s SPDR Gold Trust GLD Stock Holding History

McBroom & 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 		$6.28M Sell
16,480
-1,893
-10% -$740K 3.79% 11
2026
Q2 		$6.77M Sell
18,373
-211
-1% -$87.4K 3.4% 12
2026
Q1 		$8M Sell
18,584
-1,774
-9% -$794K 4.45% 10
2025
Q4 		$8.07M Sell
20,358
-160
-0.8% -$61.1K 3.92% 13
2025
Q3 		$7.29M Sell
20,518
-111
-0.5% -$35.4K 3.47% 14
2025
Q2 		$5.94M Hold
20,629
– – 3.4% 17
2025
Q1 		$5.94M Sell
20,629
-229
-1% -$60.6K 3.4% 17
2024
Q4 		$5.05M Buy
20,858
+1,607
+8% +$395K 2.86% 18
2024
Q3 		$4.68M Buy
19,251
+97
+0.5% +$22.2K 2.86% 17
2024
Q2 		$4.12M Buy
19,154
+654
+4% +$141K 2.58% 19
2024
Q1 		$3.81M Buy
18,500
+1
+0% +$192 2.51% 20
2023
Q4 		$3.54M Sell
18,499
-280
-1% -$51.3K 2.58% 20
2023
Q3 		$3.22M Buy
18,779
+147
+0.8% +$26.3K 2.56% 20
2023
Q2 		$3.32M Buy
18,632
+559
+3% +$103K 2.62% 20
2023
Q1 		$3.31M Buy
18,073
+187
+1% +$32.9K 2.96% 20
2022
Q4 		$3.03M Sell
17,886
-5,781
-24% -$931K 3.29% 17
2022
Q3 		$3.66M Sell
23,667
-5,436
-19% -$874K 4.13% 11
2022
Q2 		$4.9M Buy
29,103
+839
+3% +$147K 5.33% 7
2022
Q1 		$5.11M Sell
28,264
-163
-0.6% -$28.6K 4.52% 11
2021
Q4 		$4.86M Buy
+28,427
New +$4.77M 3.66% 18

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McBroom & Associates's GLD Position: Q3 2026 in Review

McBroom & Associates reduced its SPDR Gold Trust (GLD) stake by 10% in Q3 2026, selling an estimated $740K and leaving 16,480 shares worth $6.28M. The position accounts for 3.79% of the portfolio, ranked #11.

McBroom & Associates first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.07M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • McBroom & Associates held 16,480 shares of SPDR Gold Trust worth $6.28M as of Q3 2026.
  • McBroom & Associates sold 1,893 SPDR Gold Trust shares in Q3 2026, an estimated $740K.
  • SPDR Gold Trust made up 3.79% of McBroom & Associates's portfolio in Q3 2026, its #11 holding.
  • McBroom & Associates first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's SPDR Gold Trust position peaked at $8.07M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.