Sweeney & Michel’s SPDR Gold Trust GLD Stock Holding History

Sweeney & Michel’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	$1.62M	Buy	3,723 +15	+0.4%	+$6.72K	0.48%	39
2025 Q4	$1.73M	Buy	3,708 +27	+0.7%	+$10.3K	0.51%	38
2025 Q3	$1.36M	Buy	3,681 +40	+1%	+$12.7K	0.46%	42
2025 Q2	$1.13M	Buy	3,641 +37	+1%	+$11.2K	0.4%	44
2025 Q1	$992K	Buy	+3,604	New	+$953K	0.43%	41
2024 Q3	$906K	Buy	3,604 +100	+3%	+$22.9K	0.36%	51
2024 Q2	$766K	Buy	3,504 +23	+0.7%	+$4.97K	0.33%	53
2024 Q1	$759K	Buy	+3,481	New	+$668K	0.34%	52
2023 Q3	$826K	Buy	4,572 +32	+0.7%	+$5.72K	0.43%	43
2023 Q2	$811K	Buy	4,540 +165	+4%	+$30.3K	0.42%	43
2023 Q1	$798K	Buy	+4,375	New	+$770K	0.43%	42

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

Sweeney & Michel's GLD Position: Q1 2026 in Review

Sweeney & Michel increased its SPDR Gold Trust (GLD) stake by 0.4% in Q1 2026, buying an estimated $6.72K and bringing the position to 3,723 shares worth $1.62M. The position accounts for 0.48% of the portfolio, ranked #39.

Sweeney & Michel first reported a position in GLD in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sweeney & Michel held 3,723 shares of SPDR Gold Trust worth $1.62M as of Q1 2026.
Sweeney & Michel bought 15 SPDR Gold Trust shares in Q1 2026, an estimated $6.72K.
SPDR Gold Trust made up 0.48% of Sweeney & Michel's portfolio in Q1 2026, its #39 holding.
Sweeney & Michel first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's SPDR Gold Trust position peaked at $1.73M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.