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Mitchell McLeod Pugh & Williams’s SPDR Gold Trust GLD Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$4.15M Buy
11,261
+1,740
+18% +$721K 0.51% 38
2026
Q1 		$4.1M Buy
9,521
+551
+6% +$247K 0.6% 31
2025
Q4 		$4.09M Buy
8,970
+1,124
+14% +$429K 0.58% 33
2025
Q3 		$2.86M Buy
7,846
+1,489
+23% +$475K 0.46% 45
2025
Q2 		$1.94M Buy
6,357
+181
+3% +$54.8K 0.36% 59
2025
Q1 		$1.78M Sell
6,176
-30
-0.5% -$7.93K 0.37% 59
2024
Q4 		$1.5M Buy
6,206
+740
+14% +$182K 0.32% 67
2024
Q3 		$1.33M Buy
5,466
+1,169
+27% +$268K 0.28% 81
2024
Q2 		$924K Buy
4,297
+756
+21% +$164K 0.21% 106
2024
Q1 		$728K Buy
3,541
+952
+37% +$183K 0.18% 132
2023
Q4 		$495K Sell
2,589
-743
-22% -$136K 0.13% 154
2023
Q3 		$571K Sell
3,332
-579
-15% -$104K 0.17% 138
2023
Q2 		$697K Buy
3,911
+1,853
+90% +$340K 0.2% 120
2023
Q1 		$377K Buy
2,058
+856
+71% +$151K 0.12% 181
2022
Q4 		$204K Buy
+1,202
New +$194K 0.07% 233

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's GLD Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, buying an estimated $721K and bringing the position to 11,261 shares worth $4.15M. The position accounts for 0.51% of the portfolio, ranked #38.

Mitchell McLeod Pugh & Williams first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 11,261 shares of SPDR Gold Trust worth $4.15M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 1,740 SPDR Gold Trust shares in Q2 2026, an estimated $721K.
  • SPDR Gold Trust made up 0.51% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #38 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.