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 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 $1.37T 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

Middleton & Co's GLD Position: Q1 2026 in Review

Middleton & Co reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q1 2026, selling an estimated $11.2K and leaving 1,087 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #114.

Middleton & Co first reported a position in GLD in Q2 2020 and has held it in 17 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Middleton & Co held 1,087 shares of SPDR Gold Trust worth $468K as of Q1 2026.
Middleton & Co sold 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
SPDR Gold Trust made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #114 holding.
Middleton & Co first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 17 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.