Waterloo Capital’s SPDR Gold Trust GLD Stock Holding History

Waterloo Capital’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	$215K	Buy	+500	New	+$224K	0.02%	459

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

Waterloo Capital's GLD Position: Q1 2026 in Review

Waterloo Capital increased its SPDR Gold Trust (GLD) stake by 65% in Q1 2026, buying an estimated $994K and bringing the position to 5,611 shares worth $2.41M. The position accounts for 0.17% of the portfolio, ranked #130.

Waterloo Capital first reported a position in GLD in Q1 2020 and has held it in 12 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Waterloo Capital held 5,611 shares of SPDR Gold Trust worth $2.41M as of Q1 2026.
Waterloo Capital bought 2,220 SPDR Gold Trust shares in Q1 2026, an estimated $994K.
SPDR Gold Trust made up 0.17% of Waterloo Capital's portfolio in Q1 2026, its #130 holding.
Waterloo Capital first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 12 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.