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

Tarbox 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	$873K	Hold	2,029	–	–	0.14%	43
2025 Q4	$804K	Sell	2,029 -45	-2%	-$17.2K	0.13%	48
2025 Q3	$737K	Hold	2,074	–	–	0.11%	55
2025 Q2	$632K	Buy	2,074 +29	+1%	+$8.78K	0.1%	61
2025 Q1	$589K	Hold	2,045	–	–	0.1%	61
2024 Q4	$495K	Hold	2,045	–	–	0.08%	69
2024 Q3	$497K	Hold	2,045	–	–	0.08%	67
2024 Q2	$440K	Hold	2,045	–	–	0.08%	71
2024 Q1	$421K	Hold	2,045	–	–	0.07%	73
2023 Q4	$391K	Hold	2,045	–	–	0.08%	67
2023 Q3	$351K	Hold	2,045	–	–	0.07%	75
2023 Q2	$365K	Buy	2,045 +45	+2%	+$8.27K	0.07%	79
2023 Q1	$366K	Hold	2,000	–	–	0.07%	75
2022 Q4	$339K	Sell	2,000 -658	-25%	-$106K	0.07%	75
2022 Q3	$448K	Sell	2,658 -500	-16%	-$80.4K	0.11%	50
2022 Q2	$532K	Buy	3,158 +500	+19%	+$87.3K	0.12%	55
2022 Q1	$480K	Sell	2,658 -93	-3%	-$16.3K	0.1%	55
2021 Q4	$470K	Sell	2,751 -407	-13%	-$68.3K	0.08%	82
2021 Q3	$519K	Sell	3,158 -3	-0.1%	-$502	0.1%	71
2021 Q2	$524K	Buy	3,161 +503	+19%	+$85.5K	0.09%	76
2021 Q1	$425K	Hold	2,658	–	–	0.08%	82
2020 Q4	$474K	Hold	2,658	–	–	0.1%	68
2020 Q3	$471K	Hold	2,658	–	–	0.11%	66
2020 Q2	$445K	Sell	2,658 -283	-10%	-$45.6K	0.12%	64
2020 Q1	$435K	Sell	2,941 -652	-18%	-$97.1K	0.14%	55
2019 Q4	$513K	Hold	3,593	–	–	0.14%	53
2019 Q3	$499K	Sell	3,593 -987	-22%	-$137K	0.15%	45
2019 Q2	$610K	Buy	4,580 +2,580	+129%	+$319K	0.19%	37
2019 Q1	$244K	Hold	2,000	–	–	0.09%	79
2018 Q4	$243K	Hold	2,000	–	–	0.1%	70
2018 Q3	$226K	Hold	2,000	–	–	0.08%	89
2018 Q2	$237K	Hold	2,000	–	–	0.09%	72
2018 Q1	$252K	Hold	2,000	–	–	0.1%	73
2017 Q4	$247K	Hold	2,000	–	–	0.1%	70
2017 Q3	$243K	Hold	2,000	–	–	0.11%	63
2017 Q2	$236K	Hold	2,000	–	–	0.12%	59
2017 Q1	$237K	Hold	2,000	–	–	0.12%	51
2016 Q4	$219K	Hold	2,000	–	–	0.13%	46
2016 Q3	$251K	Hold	2,000	–	–	0.16%	41
2016 Q2	$253K	Hold	2,000	–	–	0.18%	40
2016 Q1	$235K	Hold	2,000	–	–	0.18%	45
2015 Q4	$203K	Sell	2,000 -500	-20%	-$52.9K	0.17%	45
2015 Q3	$267K	Buy	2,500 +500	+25%	+$53.9K	0.24%	36
2015 Q2	$225K	Hold	2,000	–	–	0.2%	45
2015 Q1	$227K	Hold	2,000	–	–	0.2%	45
2014 Q4	$227K	Hold	2,000	–	–	0.21%	47
2014 Q3	$232K	Hold	2,000	–	–	0.21%	46
2014 Q2	$256K	Buy	2,000 +1,100	+122%	+$137K	0.23%	43
2014 Q1	$111K	Sell	900 -1,500	-63%	-$187K	0.1%	76
2013 Q4	$279K	Buy	+2,400	New	+$295K	0.23%	48

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

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

Tarbox Family Office held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,029 shares worth $873K. The position accounts for 0.14% of the portfolio, ranked #43.

Tarbox Family Office first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Tarbox Family Office held 2,029 shares of SPDR Gold Trust worth $873K as of Q1 2026.
Tarbox Family Office left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.14% of Tarbox Family Office's portfolio in Q1 2026, its #43 holding.
Tarbox Family Office first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.