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Shepherd Kaplan Krochuk’s SPDR Gold Trust GLD Stock Holding History

Shepherd Kaplan Krochuk’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 		$362K Hold
841
– – 0.3% 56
2025
Q4 		$333K Sell
841
-118
-12% -$45.1K 0.28% 57
2025
Q3 		$341K Hold
959
– – 0.28% 55
2025
Q2 		$292K Sell
959
-33
-3% -$9.99K 0.25% 54
2025
Q1 		$286K Sell
992
-253
-20% -$66.9K 0.24% 57
2024
Q4 		$301K Buy
1,245
+253
+26% +$62.2K 0.25% 47
2024
Q3 		$241K Hold
992
– – 0.18% 54
2024
Q2 		$213K Hold
992
– – 0.17% 56
2024
Q1 		$204K Buy
+992
New +$190K 0.16% 53
2023
Q2 		– Sell
-1,607
Closed -$294K – 57
2023
Q1 		$294K Sell
1,607
-2,001
-55% -$352K 0.26% 50
2022
Q4 		$612K Buy
3,608
+2,034
+129% +$328K 0.36% 48
2022
Q3 		$243K Sell
1,574
-940
-37% -$151K 0.12% 109
2022
Q2 		$424K Hold
2,514
– – 0.19% 97
2022
Q1 		$454K Sell
2,514
-496
-16% -$87K 0.17% 102
2021
Q4 		$515K Hold
3,010
– – 0.19% 97
2021
Q3 		$494K Sell
3,010
-844
-22% -$141K 0.18% 98
2021
Q2 		$638K Hold
3,854
– – 0.23% 75
2021
Q1 		$616K Sell
3,854
-620
-14% -$104K 0.24% 67
2020
Q4 		$798K Buy
4,474
+844
+23% +$149K 0.29% 55
2020
Q3 		$643K Buy
3,630
+1,140
+46% +$205K 0.27% 62
2020
Q2 		$417K Sell
2,490
-2
-0.1% -$323 0.19% 96
2020
Q1 		$369K Buy
2,492
+615
+33% +$91.6K 0.6% 56
2019
Q4 		$268K Sell
1,877
-180
-9% -$25.2K 0.2% 126
2019
Q3 		$286K Hold
2,057
– – 0.21% 120
2019
Q2 		$274K Hold
2,057
– – 0.19% 123
2019
Q1 		$251K Sell
2,057
-2,040
-50% -$251K 0.16% 141
2018
Q4 		$497K Buy
+4,097
New +$476K 0.34% 86

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

Shepherd Kaplan Krochuk's GLD Position: Q1 2026 in Review

Shepherd Kaplan Krochuk held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 841 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #56.

Shepherd Kaplan Krochuk first reported a position in GLD in Q4 2018 and has held it in 27 quarters since. The position peaked at $798K in Q4 2020. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Shepherd Kaplan Krochuk held 841 shares of SPDR Gold Trust worth $362K as of Q1 2026.
  • Shepherd Kaplan Krochuk left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.3% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #56 holding.
  • Shepherd Kaplan Krochuk first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Shepherd Kaplan Krochuk's SPDR Gold Trust position peaked at $798K in Q4 2020.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.