McDaniel Terry & Co’s SPDR Gold Trust GLD Stock Holding History

McDaniel Terry & Co’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	$404K	Hold	939	–	–	0.03%	68
2025 Q4	$372K	Hold	939	–	–	0.03%	66
2025 Q3	$334K	Hold	939	–	–	0.03%	81
2025 Q2	$286K	Hold	939	–	–	0.02%	81
2025 Q1	$271K	Hold	939	–	–	0.02%	88
2024 Q4	$227K	Sell	939 -25	-3%	-$6.14K	0.02%	96
2024 Q3	$234K	Buy	+964	New	+$221K	0.02%	94
2023 Q3	–	Sell	-1,185	Closed	-$211K	–	86
2023 Q2	$211K	Buy	+1,185	New	+$218K	0.02%	84
2023 Q1	–	Sell	-2,650	Closed	-$450K	–	95
2022 Q4	$450K	Hold	2,650	–	–	0.05%	60
2022 Q3	$410K	Hold	2,650	–	–	0.05%	60
2022 Q2	$446K	Buy	+2,650	New	+$463K	0.06%	61

Other funds holding GLD

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 New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

McDaniel Terry & Co's GLD Position: Q1 2026 in Review

McDaniel Terry & Co held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 939 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #68.

McDaniel Terry & Co first reported a position in GLD in Q2 2022 and has held it in 11 quarters since. The position peaked at $450K in Q4 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

McDaniel Terry & Co held 939 shares of SPDR Gold Trust worth $404K as of Q1 2026.
McDaniel Terry & Co left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.03% of McDaniel Terry & Co's portfolio in Q1 2026, its #68 holding.
McDaniel Terry & Co first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 11 quarters since.
McDaniel Terry & Co's SPDR Gold Trust position peaked at $450K in Q4 2022.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.