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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
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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McBroom & Associates's GLD Position: Q2 2026 in Review

McBroom & Associates reduced its SPDR Gold Trust (GLD) stake by 1.1% in Q2 2026, selling an estimated $87.4K and leaving 18,373 shares worth $6.77M. The position accounts for 3.4% of the portfolio, ranked #12.

McBroom & Associates first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.07M in Q4 2025. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • McBroom & Associates held 18,373 shares of SPDR Gold Trust worth $6.77M as of Q2 2026.
  • McBroom & Associates sold 211 SPDR Gold Trust shares in Q2 2026, an estimated $87.4K.
  • SPDR Gold Trust made up 3.4% of McBroom & Associates's portfolio in Q2 2026, its #12 holding.
  • McBroom & Associates first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's SPDR Gold Trust position peaked at $8.07M in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.