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 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 $1.37T 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

Patrick M. Sweeney & Associates's GLD Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q1 2026, selling an estimated $4.48K and leaving 806 shares worth $347K. The position accounts for 0.22% of the portfolio, ranked #114.

Patrick M. Sweeney & Associates first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Patrick M. Sweeney & Associates held 806 shares of SPDR Gold Trust worth $347K as of Q1 2026.
Patrick M. Sweeney & Associates sold 10 SPDR Gold Trust shares in Q1 2026, an estimated $4.48K.
SPDR Gold Trust made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #114 holding.
Patrick M. Sweeney & Associates first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.