Ruggaard & Associates’s SPDR Gold Trust GLD Stock Holding History

Ruggaard & 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	$419K	Buy	973 +30	+3%	+$13.4K	0.17%	77
2025 Q4	$374K	Buy	943 +241	+34%	+$92K	0.15%	86
2025 Q3	$250K	Hold	702	–	–	0.09%	109
2025 Q2	$214K	Buy	+702	New	+$213K	0.09%	113
2024 Q1	–	Sell	-3,485	Closed	-$666K	–	117
2023 Q4	$666K	Hold	3,485	–	–	0.35%	38
2023 Q3	$598K	Hold	3,485	–	–	0.36%	40
2023 Q2	$621K	Hold	3,485	–	–	0.36%	37
2023 Q1	$639K	Buy	+3,485	New	+$613K	0.39%	28

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

Ruggaard & Associates's GLD Position: Q1 2026 in Review

Ruggaard & Associates increased its SPDR Gold Trust (GLD) stake by 3.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 973 shares worth $419K. The position accounts for 0.17% of the portfolio, ranked #77.

Ruggaard & Associates first reported a position in GLD in Q1 2023 and has held it in 8 quarters since. The position peaked at $666K in Q4 2023. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Ruggaard & Associates held 973 shares of SPDR Gold Trust worth $419K as of Q1 2026.
Ruggaard & Associates bought 30 SPDR Gold Trust shares in Q1 2026, an estimated $13.4K.
SPDR Gold Trust made up 0.17% of Ruggaard & Associates's portfolio in Q1 2026, its #77 holding.
Ruggaard & Associates first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 8 quarters since.
Ruggaard & Associates's SPDR Gold Trust position peaked at $666K in Q4 2023.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.