SFE Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

SFE Investment Counsel’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	$252K	Buy	585 +25	+4%	+$11.2K	0.04%	131
2025 Q4	$222K	Sell	560 -126	-18%	-$48.1K	0.03%	136
2025 Q3	$244K	Hold	686	–	–	0.04%	132
2025 Q2	$209K	Buy	+686	New	+$208K	0.04%	137
2022 Q1	–	Sell	-1,257	Closed	-$215K	–	124
2021 Q4	$215K	Hold	1,257	–	–	0.06%	118
2021 Q3	$206K	Hold	1,257	–	–	0.06%	117
2021 Q2	$208K	Hold	1,257	–	–	0.06%	116
2021 Q1	$201K	Buy	+1,257	New	+$211K	0.06%	117

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

SFE Investment Counsel's GLD Position: Q1 2026 in Review

SFE Investment Counsel increased its SPDR Gold Trust (GLD) stake by 4.5% in Q1 2026, buying an estimated $11.2K and bringing the position to 585 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #131.

SFE Investment Counsel first reported a position in GLD in Q1 2021 and has held it in 8 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SFE Investment Counsel held 585 shares of SPDR Gold Trust worth $252K as of Q1 2026.
SFE Investment Counsel bought 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
SPDR Gold Trust made up 0.04% of SFE Investment Counsel's portfolio in Q1 2026, its #131 holding.
SFE Investment Counsel first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 8 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.