WG
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Welch Group’s SPDR Gold Trust GLD Stock Holding History

Welch Group’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
Q2 		$3.18M Sell
8,625
-445
-5% -$184K 0.11% 74
2026
Q1 		$3.9M Sell
9,070
-569
-6% -$255K 0.15% 69
2025
Q4 		$3.82M Buy
9,639
+1,271
+15% +$485K 0.15% 68
2025
Q3 		$2.97M Buy
8,368
+424
+5% +$135K 0.12% 70
2025
Q2 		$2.42M Buy
7,944
+348
+5% +$105K 0.1% 70
2025
Q1 		$2.16M Sell
7,596
-168
-2% -$44.4K 0.09% 68
2024
Q4 		$1.87M Buy
7,764
+105
+1% +$25.8K 0.08% 75
2024
Q3 		$1.86M Buy
7,659
+847
+12% +$194K 0.08% 70
2024
Q2 		$1.46M Buy
6,812
+870
+15% +$188K 0.07% 77
2024
Q1 		$1.22M Buy
5,942
+170
+3% +$32.6K 0.06% 77
2023
Q4 		$1.1M Sell
5,772
-29
-0.5% -$5.32K 0.06% 83
2023
Q3 		$995K Sell
5,801
-156
-3% -$27.9K 0.06% 79
2023
Q2 		$1.06M Buy
5,957
+432
+8% +$79.4K 0.06% 77
2023
Q1 		$1.01M Buy
5,525
+22
+0.4% +$3.87K 0.06% 78
2022
Q4 		$934K Buy
+5,503
New +$886K 0.05% 84
2022
Q3 		– Sell
-6,063
Closed -$1.02M – 189
2022
Q2 		$1.02M Sell
6,063
-45
-0.7% -$7.86K 0.06% 78
2022
Q1 		$1.1M Sell
6,108
-158
-3% -$27.7K 0.06% 80
2021
Q4 		$1.07M Buy
6,266
+113
+2% +$19K 0.06% 84
2021
Q3 		$1.01M Hold
6,153
– – 0.07% 80
2021
Q2 		$1.02M Hold
6,153
– – 0.07% 79
2021
Q1 		$984K Buy
6,153
+837
+16% +$141K 0.07% 76
2020
Q4 		$948K Sell
5,316
-844
-14% -$149K 0.08% 72
2020
Q3 		$1.09M Buy
6,160
+385
+7% +$69.2K 0.1% 63
2020
Q2 		$967K Hold
5,775
– – 0.09% 61
2020
Q1 		$855K Buy
5,775
+249
+5% +$37.1K 0.09% 58
2019
Q4 		$790K Hold
5,526
– – 0.08% 64
2019
Q3 		$767K Hold
5,526
– – 0.08% 62
2019
Q2 		$736K Sell
5,526
-45
-0.8% -$5.56K 0.08% 63
2019
Q1 		$680K Hold
5,571
– – 0.07% 62
2018
Q4 		$675K Sell
5,571
-50
-0.9% -$5.81K 0.08% 56
2018
Q3 		$634 Buy
5,621
+50
+0.9% +$5.74K 0.07% 64
2018
Q2 		$661K Sell
5,571
-2,185
-28% -$271K 0.08% 57
2018
Q1 		$976K Buy
7,756
+2,269
+41% +$286K 0.12% 53
2017
Q4 		$678K Hold
5,487
– – 0.11% 56
2017
Q3 		$667K Sell
5,487
-3,474
-39% -$422K 0.11% 54
2017
Q2 		$1.06M Buy
8,961
+1,698
+23% +$203K 0.18% 47
2017
Q1 		$862K Buy
7,263
+668
+10% +$77.7K 0.16% 47
2016
Q4 		$723K Buy
6,595
+1,001
+18% +$116K 0.14% 51
2016
Q3 		$703K Buy
5,594
+160
+3% +$20.4K 0.14% 54
2016
Q2 		$687K Sell
5,434
-3,287
-38% -$396K 0.14% 46
2016
Q1 		$1.03M Sell
8,721
-948
-10% -$107K 0.17% 47
2015
Q4 		$981K Sell
9,669
-733
-7% -$77.5K 0.18% 47
2015
Q3 		$1.11M Buy
10,402
+56
+0.5% +$6.04K 0.21% 44
2015
Q2 		$1.16M Buy
10,346
+1,500
+17% +$172K 0.22% 46
2015
Q1 		$1K Hold
8,846
– – 0.18% 48
2014
Q4 		$1M Sell
8,846
-559
-6% -$64.5K 0.19% 47
2014
Q3 		$1.09M Buy
9,405
+237
+3% +$29.2K 0.23% 44
2014
Q2 		$1.17M Buy
+9,168
New +$1.14M 0.24% 47
2014
Q1 		– Sell
-6,387
Closed -$742K – 125
2013
Q4 		$742K Sell
6,387
-3,468
-35% -$426K 0.17% 51
2013
Q3 		$1.26M Sell
9,855
-120
-1% -$15.4K 0.31% 41
2013
Q2 		$1.19M Buy
+9,975
New +$1.37M 0.31% 42

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Welch Group's GLD Position: Q2 2026 in Review

Welch Group reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q2 2026, selling an estimated $184K and leaving 8,625 shares worth $3.18M. The position accounts for 0.11% of the portfolio, ranked #74.

Welch Group first reported a position in GLD in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.9M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Welch Group held 8,625 shares of SPDR Gold Trust worth $3.18M as of Q2 2026.
  • Welch Group sold 445 SPDR Gold Trust shares in Q2 2026, an estimated $184K.
  • SPDR Gold Trust made up 0.11% of Welch Group's portfolio in Q2 2026, its #74 holding.
  • Welch Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 51 quarters since.
  • Welch Group's SPDR Gold Trust position peaked at $3.9M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.