Peak Asset Management’s SPDR Gold Trust GLD Stock Holding History

Peak Asset Management’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	$366K	Hold	850	–	–	0.06%	113
2025 Q4	$337K	Sell	850 -65	-7%	-$24.8K	0.06%	121
2025 Q3	$325K	Hold	915	–	–	0.06%	118
2025 Q2	$279K	Buy	915 +30	+3%	+$9.08K	0.05%	124
2025 Q1	$255K	Sell	885 -65	-7%	-$17.2K	0.05%	126
2024 Q4	$230K	Hold	950	–	–	0.04%	139
2024 Q3	$231K	Sell	950 -175	-16%	-$40.1K	0.04%	141
2024 Q2	$242K	Buy	1,125 +130	+13%	+$28.1K	0.05%	132
2024 Q1	$205K	Buy	+995	New	+$191K	0.04%	141
2021 Q2	–	Sell	-1,353	Closed	-$216K	–	145
2021 Q1	$216K	Sell	1,353 -220	-14%	-$37K	0.05%	140
2020 Q4	$281K	Hold	1,573	–	–	0.07%	119
2020 Q3	$279K	Buy	1,573 +43	+3%	+$7.73K	0.08%	108
2020 Q2	$256K	Hold	1,530	–	–	0.08%	105
2020 Q1	$227K	Buy	+1,530	New	+$228K	0.09%	99

Other funds holding GLD

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return