Middleton & Co’s SPDR Gold Trust GLD Stock Holding History

Middleton & 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 Q2	$400K	Hold	1,087	–	–	0.04%	130
2026 Q1	$468K	Sell	1,087 -25	-2%	-$11.2K	0.05%	114
2025 Q4	$441K	Hold	1,112	–	–	0.05%	118
2025 Q3	$395K	Hold	1,112	–	–	0.04%	127
2025 Q2	$339K	Hold	1,112	–	–	0.04%	133
2025 Q1	$320K	Sell	1,112 -23	-2%	-$6.08K	0.04%	132
2024 Q4	$275K	Sell	1,135 -100	-8%	-$24.6K	0.03%	134
2024 Q3	$300K	Hold	1,235	–	–	0.03%	138
2024 Q2	$266K	Buy	1,235 +165	+15%	+$35.7K	0.03%	143
2024 Q1	$220K	Hold	1,070	–	–	0.03%	159
2023 Q4	$205K	Buy	+1,070	New	+$196K	0.03%	154
2023 Q2	–	Sell	-1,122	Closed	-$206K	–	154
2023 Q1	$206K	Buy	+1,122	New	+$197K	0.03%	151
2021 Q4	–	Sell	-1,324	Closed	-$217K	–	162
2021 Q3	$217K	Sell	1,324 -88	-6%	-$14.7K	0.02%	151
2021 Q2	$234K	Hold	1,412	–	–	0.03%	148
2021 Q1	$226K	Sell	1,412 -30	-2%	-$5.04K	0.03%	147
2020 Q4	$257K	Hold	1,442	–	–	0.03%	139
2020 Q3	$255K	Hold	1,442	–	–	0.03%	127
2020 Q2	$241K	Buy	+1,442	New	+$233K	0.03%	137

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Middleton & Co's GLD Position: Q2 2026 in Review

Middleton & Co held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,087 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #130.

Middleton & Co first reported a position in GLD in Q2 2020 and has held it in 18 quarters since. The position peaked at $468K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Middleton & Co held 1,087 shares of SPDR Gold Trust worth $400K as of Q2 2026.
Middleton & Co left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of Middleton & Co's portfolio in Q2 2026, its #130 holding.
Middleton & Co first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 18 quarters since.
Middleton & Co's SPDR Gold Trust position peaked at $468K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.