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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's GLD Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams increased its SPDR Gold Trust (GLD) stake by 6.1% in Q1 2026, buying an estimated $247K and bringing the position to 9,521 shares worth $4.1M. The position accounts for 0.6% of the portfolio, ranked #31.

Mitchell McLeod Pugh & Williams first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Mitchell McLeod Pugh & Williams held 9,521 shares of SPDR Gold Trust worth $4.1M as of Q1 2026.
  • Mitchell McLeod Pugh & Williams bought 551 SPDR Gold Trust shares in Q1 2026, an estimated $247K.
  • SPDR Gold Trust made up 0.6% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #31 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.