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 Q3	$305K	Buy	801 +10	+1%	+$3.91K	0.17%	132
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Patrick M. Sweeney & Associates's GLD Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its SPDR Gold Trust (GLD) stake by 1.3% in Q3 2026, buying an estimated $3.91K and bringing the position to 801 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #132.

Patrick M. Sweeney & Associates first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $347K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Patrick M. Sweeney & Associates held 801 shares of SPDR Gold Trust worth $305K as of Q3 2026.
Patrick M. Sweeney & Associates bought 10 SPDR Gold Trust shares in Q3 2026, an estimated $3.91K.
SPDR Gold Trust made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #132 holding.
Patrick M. Sweeney & Associates first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
Patrick M. Sweeney & Associates's SPDR Gold Trust position peaked at $347K in Q1 2026.
2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.