Moody Lynn & Lieberson’s SPDR Gold Trust GLD Stock Holding History

Moody Lynn & Lieberson’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	$74.5M	Sell	173,122 -12,790	-7%	-$5.73M	4.18%	5
2025 Q4	$73.7M	Sell	185,912 -3,568	-2%	-$1.36M	3.9%	7
2025 Q3	$67.4M	Sell	189,480 -6,051	-3%	-$1.93M	3.63%	6
2025 Q2	$59.6M	Sell	195,531 -3,785	-2%	-$1.15M	3.44%	6
2025 Q1	$57.4M	Buy	199,316 +11,914	+6%	+$3.15M	3.69%	8
2024 Q4	$45.4M	Buy	187,402 +3,453	+2%	+$849K	2.78%	11
2024 Q3	$44.7M	Buy	183,949 +30,404	+20%	+$6.96M	2.76%	8
2024 Q2	$33M	Sell	153,545 -2,358	-2%	-$510K	2.16%	13
2024 Q1	$32.1M	Sell	155,903 -4,045	-3%	-$776K	2.16%	13
2023 Q4	$30.6M	Sell	159,948 -22,821	-12%	-$4.18M	2.33%	12
2023 Q3	$31.3M	Sell	182,769 -2,146	-1%	-$384K	2.69%	8
2023 Q2	$33M	Buy	184,915 +11,091	+6%	+$2.04M	2.66%	8
2023 Q1	$31.8M	Buy	173,824 +14,721	+9%	+$2.59M	2.86%	6
2022 Q4	$27M	Buy	159,103 +5,863	+4%	+$944K	2.47%	7
2022 Q3	$23.5M	Sell	153,240 -17,153	-10%	-$2.76M	2.27%	10
2022 Q2	$27.3M	Sell	170,393 -53,369	-24%	-$9.32M	2.45%	9
2022 Q1	$39.7M	Buy	223,762 +35,532	+19%	+$6.23M	2.9%	5
2021 Q4	$32.5M	Buy	188,230 +10,035	+6%	+$1.68M	2.18%	13
2021 Q3	$30.1M	Sell	178,195 -4,031	-2%	-$675K	2.26%	11
2021 Q2	$30.7M	Buy	182,226 +1,771	+1%	+$301K	2.31%	10
2021 Q1	$30.1M	Sell	180,455 -10,969	-6%	-$1.84M	2.5%	10
2020 Q4	$33.3M	Sell	191,424 -45,050	-19%	-$7.93M	2.86%	8
2020 Q3	$42.3M	Sell	236,474 -385	-0.2%	-$69.2K	4.19%	2
2020 Q2	$42M	Buy	+236,859	New	+$38.2M	4.56%	2
2019 Q2	–	Sell	-300,723	Closed	-$36.2M	–	197
2019 Q1	$36.2M	Buy	300,723 +17,353	+6%	+$2.14M	4.15%	1
2018 Q4	$34.9M	Buy	283,370 +275,547	+3,522%	+$32M	4.7%	1
2018 Q3	$913K	Sell	7,823 -144,371	-95%	-$16.6M	0.1%	109
2018 Q2	$17.7M	Sell	152,194 -17,041	-10%	-$2.11M	2.08%	11
2018 Q1	$21.1M	Buy	169,235 +56,152	+50%	+$7.08M	2.55%	7
2017 Q4	$14.3M	Sell	113,083 -45,760	-29%	-$5.55M	1.53%	23
2017 Q3	$19.2M	Buy	158,843 +29,355	+23%	+$3.57M	2.33%	8
2017 Q2	$15.4M	Sell	129,488 -1,778	-1%	-$213K	2.02%	15
2017 Q1	$15.7M	Buy	131,266 +54,779	+72%	+$6.37M	2.21%	9
2016 Q4	$8.82M	Buy	76,487 +56,182	+277%	+$6.52M	1.27%	33
2016 Q3	$2.45M	Sell	20,305 -174,057	-90%	-$22.2M	0.41%	65
2016 Q2	$24.8M	Buy	194,362 +62,370	+47%	+$7.51M	4.44%	2
2016 Q1	$16.3M	Buy	131,992 +129,694	+5,644%	+$14.7M	2.57%	7
2015 Q4	$247K	Buy	+2,298	New	+$243K	0.04%	158
2015 Q3	–	Sell	-4,030	Closed	-$448K	–	176
2015 Q2	$448K	Sell	4,030 -189	-4%	-$21.6K	0.07%	121
2015 Q1	$491K	Sell	4,219 -1,121	-21%	-$131K	0.08%	113
2014 Q4	$664K	Sell	5,340 -371	-6%	-$42.8K	0.09%	118
2014 Q3	$674K	Sell	5,711 -76,104	-93%	-$9.38M	0.1%	111
2014 Q2	$10.2M	Buy	81,815 +72,308	+761%	+$8.98M	1.41%	23
2014 Q1	$1.19M	Buy	9,507 +2,025	+27%	+$252K	0.17%	106
2013 Q4	$905K	Sell	7,482 -6,103	-45%	-$749K	0.12%	115
2013 Q3	$1.77M	Sell	13,585 -11,202	-45%	-$1.44M	0.27%	92
2013 Q2	$3.21M	Buy	+24,787	New	+$3.4M	0.56%	64

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

Moody Lynn & Lieberson's GLD Position: Q1 2026 in Review

Moody Lynn & Lieberson reduced its SPDR Gold Trust (GLD) stake by 6.9% in Q1 2026, selling an estimated $5.73M and leaving 173,122 shares worth $74.5M. The position accounts for 4.18% of the portfolio, ranked #5.

Moody Lynn & Lieberson first reported a position in GLD in Q2 2013 and has held it in 47 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Moody Lynn & Lieberson held 173,122 shares of SPDR Gold Trust worth $74.5M as of Q1 2026.
Moody Lynn & Lieberson sold 12,790 SPDR Gold Trust shares in Q1 2026, an estimated $5.73M.
SPDR Gold Trust made up 4.18% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #5 holding.
Moody Lynn & Lieberson first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 47 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.