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Scholtz & Company’s SPDR Gold Trust GLD Stock Holding History

Scholtz & Company’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 		$337K Sell
784
-765
-49% -$343K 0.17% 43
2025
Q4 		$614K Sell
1,549
-13,257
-90% -$5.06M 0.27% 40
2025
Q3 		$5.26M Buy
14,806
+2,511
+20% +$800K 2.31% 14
2025
Q2 		$3.75M Sell
12,295
-2,947
-19% -$892K 1.65% 24
2025
Q1 		$4.39M Sell
15,242
-111
-0.7% -$29.4K 2.17% 19
2024
Q4 		$3.72M Sell
15,353
-5,131
-25% -$1.26M 1.78% 22
2024
Q3 		$4.98M Sell
20,484
-1,834
-8% -$420K 2.35% 15
2024
Q2 		$4.8M Buy
22,318
+431
+2% +$93.2K 2.04% 18
2024
Q1 		$4.5M Buy
+21,887
New +$4.2M 1.99% 19
2022
Q3 		– Sell
-28,890
Closed -$4.87M – 50
2022
Q2 		$4.87M Buy
28,890
+2,670
+10% +$466K 2.99% 10
2022
Q1 		$4.74M Buy
+26,220
New +$4.6M 1.87% 20
2020
Q1 		– Sell
-38,550
Closed -$5.51M – 59
2019
Q4 		$5.51M Sell
38,550
-1,340
-3% -$187K 3.2% 9
2019
Q3 		$5.54M Buy
39,890
+1,110
+3% +$154K 3.7% 8
2019
Q2 		$5.17M Buy
38,780
+100
+0.3% +$12.4K 3.35% 11
2019
Q1 		$4.72M Buy
+38,680
New +$4.77M 3.15% 15
2015
Q3 		– Sell
-2,650
Closed -$298K – 50
2015
Q2 		$298K Hold
2,650
– – 0.29% 47
2015
Q1 		$301K Buy
+2,650
New +$310K 0.29% 50

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

Scholtz & Company's GLD Position: Q1 2026 in Review

Scholtz & Company reduced its SPDR Gold Trust (GLD) stake by 49% in Q1 2026, selling an estimated $343K and leaving 784 shares worth $337K. The position accounts for 0.17% of the portfolio, ranked #43.

Scholtz & Company first reported a position in GLD in Q1 2015 and has held it in 17 quarters since. The position peaked at $5.54M in Q3 2019. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Scholtz & Company held 784 shares of SPDR Gold Trust worth $337K as of Q1 2026.
  • Scholtz & Company sold 765 SPDR Gold Trust shares in Q1 2026, an estimated $343K.
  • SPDR Gold Trust made up 0.17% of Scholtz & Company's portfolio in Q1 2026, its #43 holding.
  • Scholtz & Company first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 17 quarters since.
  • Scholtz & Company's SPDR Gold Trust position peaked at $5.54M in Q3 2019.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.