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 Q2	$13.6M	Sell	36,833 -6,352	-15%	-$2.63M	0.93%	38
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 $1.55T 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

Neumeier Poma Investment Counsel's GLD Position: Q2 2026 in Review

Neumeier Poma Investment Counsel reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $2.63M and leaving 36,833 shares worth $13.6M. The position accounts for 0.93% of the portfolio, ranked #38.

Neumeier Poma Investment Counsel first reported a position in GLD in Q2 2013 and has held it in 18 quarters since. The position peaked at $18.6M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Neumeier Poma Investment Counsel held 36,833 shares of SPDR Gold Trust worth $13.6M as of Q2 2026.
Neumeier Poma Investment Counsel sold 6,352 SPDR Gold Trust shares in Q2 2026, an estimated $2.63M.
SPDR Gold Trust made up 0.93% of Neumeier Poma Investment Counsel's portfolio in Q2 2026, its #38 holding.
Neumeier Poma Investment Counsel first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 18 quarters since.
Neumeier Poma Investment Counsel's SPDR Gold Trust position peaked at $18.6M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.