Westover Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.6M Sell
45,512
-2,811
-6% -$1.26M 3.6% 4
2025
Q4
$19.2M Sell
48,323
-2,317
-5% -$885K 3.49% 5
2025
Q3
$18M Sell
50,640
-1,238
-2% -$395K 3.33% 6
2025
Q2
$15.8M Sell
51,878
-1,088
-2% -$329K 3.16% 5
2025
Q1
$15.3M Sell
52,966
-1,306
-2% -$345K 3.39% 3
2024
Q4
$13.1M Sell
54,272
-599
-1% -$147K 2.89% 7
2024
Q3
$13.3M Sell
54,871
-552
-1% -$126K 2.56% 11
2024
Q2
$11.9M Sell
55,423
-303
-0.5% -$65.5K 3.07% 5
2024
Q1
$11.5M Sell
55,726
-2,414
-4% -$463K 3.36% 4
2023
Q4
$11.1M Sell
58,140
-76
-0.1% -$13.9K 3.62% 4
2023
Q3
$9.98M Sell
58,216
-543
-0.9% -$97.1K 3.62% 4
2023
Q2
$10.5M Buy
58,759
+124
+0.2% +$22.8K 3.64% 4
2023
Q1
$10.7M Sell
58,635
-1,109
-2% -$195K 3.98% 2
2022
Q4
$10.1M Sell
59,744
-2,673
-4% -$431K 4.01% 3
2022
Q3
$9.65M Sell
62,417
-15,334
-20% -$2.47M 3.69% 3
2022
Q2
$13.1M Buy
77,751
+6,652
+9% +$1.16M 4.83% 2
2022
Q1
$12.8M Buy
71,099
+32,668
+85% +$5.73M 4.01% 3
2021
Q4
$6.57M Sell
38,431
-1,094
-3% -$184K 1.91% 10
2021
Q3
$6.49M Buy
39,525
+1,272
+3% +$213K 2.03% 11
2021
Q2
$6.34M Sell
38,253
-239
-0.6% -$40.6K 2.03% 12
2021
Q1
$6.16M Buy
38,492
+522
+1% +$87.7K 2.12% 11
2020
Q4
$6.77M Buy
37,970
+1,509
+4% +$266K 2.44% 9
2020
Q3
$6.46M Buy
36,461
+687
+2% +$123K 2.65% 8
2020
Q2
$5.99M Buy
35,774
+203
+0.6% +$32.7K 2.81% 8
2020
Q1
$5.27M Buy
35,571
+310
+0.9% +$46.2K 2.85% 8
2019
Q4
$5.04M Buy
35,261
+135
+0.4% +$18.9K 2.25% 11
2019
Q3
$4.88M Buy
+35,126
New +$4.88M 2.3% 10
2016
Q4
Sell
-30,023
Closed -$3.77M 101
2016
Q3
$3.77M Buy
30,023
+439
+1% +$55.9K 2.8% 7
2016
Q2
$3.74M Buy
+29,584
New +$3.56M 3.07% 6
2013
Q4
Sell
-21,210
Closed -$2.72M 81
2013
Q3
$2.72M Sell
21,210
-3,812
-15% -$489K 2.82% 7
2013
Q2
$2.98M Buy
+25,022
New +$3.43M 2.93% 5

Other funds holding GLD

Westover Capital Advisors's GLD Position: Q1 2026 in Review

Westover Capital Advisors reduced its SPDR Gold Trust (GLD) stake by 5.8% in Q1 2026, selling an estimated $1.26M and leaving 45,512 shares worth $19.6M. The position accounts for 3.6% of the portfolio, ranked #4.

Westover Capital Advisors first reported a position in GLD in Q2 2013 and has held it in 31 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Westover Capital Advisors held 45,512 shares of SPDR Gold Trust worth $19.6M as of Q1 2026.
  • Westover Capital Advisors sold 2,811 SPDR Gold Trust shares in Q1 2026, an estimated $1.26M.
  • SPDR Gold Trust made up 3.6% of Westover Capital Advisors's portfolio in Q1 2026, its #4 holding.
  • Westover Capital Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 31 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.