Morton Brown Family Wealth’s SPDR Gold Trust GLD Stock Holding History

Morton Brown Family Wealth’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	$182K	Hold	493	–	–	0.04%	75
2026 Q1	$212K	Hold	493	–	–	0.06%	61
2025 Q4	$195K	Hold	493	–	–	0.05%	62
2025 Q3	$175K	Hold	493	–	–	0.05%	65
2025 Q2	$150K	Hold	493	–	–	0.05%	68
2025 Q1	$142K	Sell	493 -10	-2%	-$2.64K	0.05%	69
2024 Q4	$122K	Buy	503 +218	+76%	+$53.6K	0.04%	75
2024 Q3	$69.3K	Sell	285 -10	-3%	-$2.29K	0.02%	85
2024 Q2	$66.6K	Sell	295 -10	-3%	-$2.16K	0.03%	82
2024 Q1	$62.7K	Sell	305 -27	-8%	-$5.18K	0.03%	81
2023 Q4	$63.5K	Hold	332	–	–	0.03%	87
2023 Q3	$56.9K	Hold	332	–	–	0.03%	76
2023 Q2	$59.2K	Sell	332 -68	-17%	-$12.5K	0.03%	69
2023 Q1	$73.3K	Hold	400	–	–	0.04%	68
2022 Q4	$67.9K	Hold	400	–	–	0.05%	70
2022 Q3	$62K	Hold	400	–	–	0.05%	63
2022 Q2	$67K	Hold	400	–	–	0.05%	60
2022 Q1	$72K	Hold	400	–	–	0.05%	61
2021 Q4	$68K	Buy	+400	New	+$67.2K	0.05%	64

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

Morton Brown Family Wealth's GLD Position: Q2 2026 in Review

Morton Brown Family Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 493 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #75.

Morton Brown Family Wealth first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $212K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Morton Brown Family Wealth held 493 shares of SPDR Gold Trust worth $182K as of Q2 2026.
Morton Brown Family Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of Morton Brown Family Wealth's portfolio in Q2 2026, its #75 holding.
Morton Brown Family Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's SPDR Gold Trust position peaked at $212K in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.