Patrick M. Sweeney & Associates’s SPDR Gold Trust GLD Stock Holding History

Patrick M. Sweeney & Associates’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	$291K	Sell	791 -15	-2%	-$6.21K	0.17%	134
2026 Q1	$347K	Sell	806 -10	-1%	-$4.48K	0.22%	114
2025 Q4	$323K	Sell	816 -21	-3%	-$8.02K	0.2%	116
2025 Q3	$298K	Sell	837 -35	-4%	-$11.2K	0.19%	122
2025 Q2	$268K	Sell	872 -18	-2%	-$5.45K	0.18%	132
2025 Q1	$256K	Hold	890	–	–	0.19%	127
2024 Q4	$215K	Hold	890	–	–	0.16%	143
2024 Q3	$216K	Buy	+890	New	+$204K	0.16%	140

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

Patrick M. Sweeney & Associates's GLD Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q2 2026, selling an estimated $6.21K and leaving 791 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #134.

Patrick M. Sweeney & Associates first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $347K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Patrick M. Sweeney & Associates held 791 shares of SPDR Gold Trust worth $291K as of Q2 2026.
Patrick M. Sweeney & Associates sold 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
SPDR Gold Trust made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #134 holding.
Patrick M. Sweeney & Associates first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Patrick M. Sweeney & Associates's SPDR Gold Trust position peaked at $347K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.