Stokes Family Office’s SPDR Gold Trust GLD Stock Holding History

Stokes Family Office’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	$333K	Hold	775	–	–	0.03%	223
2025 Q4	$307K	Hold	775	–	–	0.03%	246
2025 Q3	$275K	Hold	775	–	–	0.03%	224
2025 Q2	$236K	Hold	775	–	–	0.02%	215
2025 Q1	$223K	Buy	+775	New	+$205K	0.03%	218
2024 Q4	–	Sell	-920	Closed	-$224K	–	249
2024 Q3	$224K	Buy	+920	New	+$211K	0.02%	211
2023 Q1	–	Sell	-1,277	Closed	-$217K	–	307
2022 Q4	$217K	Sell	1,277 -773	-38%	-$125K	0.03%	252
2022 Q3	$317K	Hold	2,050	–	–	0.05%	200
2022 Q2	$345K	Sell	2,050 -100	-5%	-$17.5K	0.05%	194
2022 Q1	$388K	Hold	2,150	–	–	0.05%	183
2021 Q4	$368K	Buy	2,150 +675	+46%	+$113K	0.05%	170
2021 Q3	$242K	Hold	1,475	–	–	0.03%	201
2021 Q2	$244K	Buy	1,475 +600	+69%	+$102K	0.03%	196
2021 Q1	$236K	Buy	+875	New	+$147K	0.04%	182

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

Stokes Family Office's GLD Position: Q1 2026 in Review

Stokes Family Office held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 775 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #223.

Stokes Family Office first reported a position in GLD in Q1 2021 and has held it in 14 quarters since. The position peaked at $388K in Q1 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Stokes Family Office held 775 shares of SPDR Gold Trust worth $333K as of Q1 2026.
Stokes Family Office left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #223 holding.
Stokes Family Office first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 14 quarters since.
Stokes Family Office's SPDR Gold Trust position peaked at $388K in Q1 2022.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.