Rebalance’s SPDR Gold Trust GLD Stock Holding History

Rebalance’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	$2.69M	Hold	6,253	–	–	0.16%	40
2025 Q4	$2.48M	Sell	6,253 -314	-5%	-$120K	0.14%	43
2025 Q3	$2.33M	Hold	6,567	–	–	0.14%	44
2025 Q2	$2M	Sell	6,567 -196	-3%	-$59.4K	0.14%	45
2025 Q1	$1.95M	Buy	6,763 +82	+1%	+$21.7K	0.14%	39
2024 Q4	$1.62M	Hold	6,681	–	–	0.12%	42
2024 Q3	$1.62M	Hold	6,681	–	–	0.12%	43
2024 Q2	$1.44M	Sell	6,681 -350	-5%	-$75.7K	0.12%	45
2024 Q1	$1.45M	Hold	7,031	–	–	0.12%	48
2023 Q4	$1.34M	Buy	7,031 +1,156	+20%	+$212K	0.12%	48
2023 Q3	$1.01M	Hold	5,875	–	–	0.1%	50
2023 Q2	$1.05M	Hold	5,875	–	–	0.1%	49
2023 Q1	$1.08M	Sell	5,875 -766	-12%	-$135K	0.11%	49
2022 Q4	$1.13M	Buy	+6,641	New	+$1.07M	0.12%	51

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