Smith Shellnut Wilson’s SPDR Gold Trust GLD Stock Holding History

Smith Shellnut Wilson’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
2025 Q3	$1.46M	Buy	+4,106	New	+$1.31M	0.56%	38

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Smith Shellnut Wilson's GLD Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in SPDR Gold Trust (GLD) in Q3 2025: 4,106 shares worth $1.46M. The stake represents 0.56% of the portfolio and ranks #38 among its holdings.

2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

Smith Shellnut Wilson held 4,106 shares of SPDR Gold Trust worth $1.46M as of Q3 2025.
SPDR Gold Trust was a new Smith Shellnut Wilson position in Q3 2025.
SPDR Gold Trust made up 0.56% of Smith Shellnut Wilson's portfolio in Q3 2025, its #38 holding.
2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.