Neumeier Poma Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

Neumeier Poma Investment Counsel’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	$18.6M	Hold	43,185	–	–	1.53%	31
2025 Q4	$17.1M	Buy	43,185 +6,549	+18%	+$2.5M	1.41%	31
2025 Q3	$13M	Buy	36,636 +12,470	+52%	+$3.97M	1.07%	37
2025 Q2	$7.37M	Sell	24,166 -129	-0.5%	-$39.1K	0.69%	41
2025 Q1	$7M	Buy	+24,295	New	+$6.42M	0.75%	42
2021 Q1	–	Sell	-48,510	Closed	-$8.65M	–	41
2020 Q4	$8.65M	Sell	48,510 -28,325	-37%	-$4.99M	0.57%	41
2020 Q3	$13.6M	Buy	76,835 +35,905	+88%	+$6.45M	1.12%	38
2020 Q2	$6.85M	Sell	40,930 -36,420	-47%	-$5.87M	0.62%	40
2020 Q1	$11.5M	Buy	77,350 +30,025	+63%	+$4.47M	1.18%	37
2019 Q4	$6.76M	Hold	47,325	–	–	0.52%	41
2019 Q3	$6.57M	Buy	+47,325	New	+$6.58M	0.55%	40
2014 Q4	–	Sell	-24,338	Closed	-$2.83M	–	41
2014 Q3	$2.83M	Hold	24,338	–	–	0.7%	39
2014 Q2	$3.12M	Sell	24,338 -1,050	-4%	-$130K	0.74%	36
2014 Q1	$3.14M	Hold	25,388	–	–	0.71%	39
2013 Q4	$2.95M	Hold	25,388	–	–	0.67%	36
2013 Q3	$3.25M	Hold	25,388	–	–	0.8%	35
2013 Q2	$3.02M	Buy	+25,388	New	+$3.48M	0.79%	34

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

Neumeier Poma Investment Counsel's GLD Position: Q1 2026 in Review

Neumeier Poma Investment Counsel held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 43,185 shares worth $18.6M. The position accounts for 1.53% of the portfolio, ranked #31.

Neumeier Poma Investment Counsel first reported a position in GLD in Q2 2013 and has held it in 17 quarters since. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Neumeier Poma Investment Counsel held 43,185 shares of SPDR Gold Trust worth $18.6M as of Q1 2026.
Neumeier Poma Investment Counsel left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 1.53% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #31 holding.
Neumeier Poma Investment Counsel first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 17 quarters since.
3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.