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Watts Gwilliam & Co’s SPDR Gold Trust GLD Stock Holding History

Watts Gwilliam & Co’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 		$357K Buy
1,003
+200
+25% +$63.7K 0.06% 166
2025
Q2 		$270K Buy
+803
New +$243K 0.04% 185

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Watts Gwilliam & Co's GLD Position: Q3 2025 in Review

Watts Gwilliam & Co increased its SPDR Gold Trust (GLD) stake by 25% in Q3 2025, buying an estimated $63.7K and bringing the position to 1,003 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #166.

Watts Gwilliam & Co first reported a position in GLD in Q2 2025 and has held it in 2 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Watts Gwilliam & Co held 1,003 shares of SPDR Gold Trust worth $357K as of Q3 2025.
  • Watts Gwilliam & Co bought 200 SPDR Gold Trust shares in Q3 2025, an estimated $63.7K.
  • SPDR Gold Trust made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #166 holding.
  • Watts Gwilliam & Co first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 2 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.