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Ridgewood Investments’s SPDR Gold Trust GLD Stock Holding History

Ridgewood Investments’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 		$654K Buy
+1,519
New +$680K 0.27% 111
2025
Q3 		$543K Buy
1,527
+149
+11% +$47.5K 0.23% 122
2025
Q2 		$420K Buy
1,378
+209
+18% +$63.3K 0.18% 129
2025
Q1 		$337K Buy
1,169
+195
+20% +$51.6K 0.16% 144
2024
Q4 		$236K Buy
974
+139
+17% +$34.2K 0.11% 164
2024
Q3 		$203K Hold
835
– – 0.1% 171
2024
Q2 		$180K Buy
+835
New +$181K 0.09% 182
2023
Q3 		– Sell
-865
Closed -$154K – 410
2023
Q2 		$154K Buy
865
+30
+4% +$5.51K 0.09% 198
2023
Q1 		$153K Buy
+835
New +$147K 0.09% 207
2021
Q1 		– Sell
-1,129
Closed -$200K – 200
2020
Q4 		$200K Hold
1,129
– – 0.16% 157
2020
Q3 		$200K Buy
+1,129
New +$203K 0.16% 158
2017
Q3 		– Sell
-1,726
Closed -$204K – 142
2017
Q2 		$204K Sell
1,726
-17
-1% -$2.04K 0.2% 130
2017
Q1 		$207K Sell
1,743
-85
-5% -$9.88K 0.22% 123
2016
Q4 		$200K Buy
+1,828
New +$212K 0.24% 111

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ridgewood Investments's GLD Position: Q1 2026 in Review

Ridgewood Investments opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 1,519 shares worth $654K. The stake represents 0.27% of the portfolio and ranks #111 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in GLD as recently as Q3 2025.

Ridgewood Investments first reported a position in GLD in Q4 2016 and has held it in 14 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Ridgewood Investments held 1,519 shares of SPDR Gold Trust worth $654K as of Q1 2026.
  • SPDR Gold Trust was a new Ridgewood Investments position in Q1 2026.
  • SPDR Gold Trust made up 0.27% of Ridgewood Investments's portfolio in Q1 2026, its #111 holding.
  • Ridgewood Investments first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 14 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.