McMillan Office’s SPDR Gold Trust GLD Stock Holding History

McMillan Office’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	$151K	Hold	350	–	–	0.02%	202
2025 Q4	$139K	Buy	+350	New	+$134K	0.02%	208

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

McMillan Office's GLD Position: Q1 2026 in Review

McMillan Office held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 350 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #202.

McMillan Office first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

McMillan Office held 350 shares of SPDR Gold Trust worth $151K as of Q1 2026.
McMillan Office left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.02% of McMillan Office's portfolio in Q1 2026, its #202 holding.
McMillan Office first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on McMillan Office's 13F filing for Q1 2026, filed 23 Apr 2026.