Nalls Sherbakoff Group’s SPDR Gold Trust GLD Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$1.05M	Hold	2,649	–	–	0.76%	26
2025 Q3	$942K	Hold	2,649	–	–	0.64%	37
2025 Q2	$807K	Hold	2,649	–	–	0.59%	39
2025 Q1	$763K	Buy	+2,649	New	+$701K	0.62%	36
2023 Q4	$487K	Hold	2,549	–	–	0.43%	41
2023 Q3	$437K	Hold	2,549	–	–	0.43%	42
2023 Q2	$465K	Hold	2,549	–	–	0.46%	42
2023 Q1	$469K	Buy	+2,549	New	+$449K	0.47%	42
2018 Q4	$35K	Buy	+285	New	+$33.1K	0.06%	171

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Nalls Sherbakoff Group's GLD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 2,649 shares worth $1.05M. The position accounts for 0.76% of the portfolio, ranked #26.

Nalls Sherbakoff Group first reported a position in GLD in Q4 2018 and has held it in 9 quarters since. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Nalls Sherbakoff Group held 2,649 shares of SPDR Gold Trust worth $1.05M as of Q4 2025.
Nalls Sherbakoff Group left its SPDR Gold Trust share count unchanged in Q4 2025.
SPDR Gold Trust made up 0.76% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #26 holding.
Nalls Sherbakoff Group first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 9 quarters since.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.