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Whalerock Point Partners’s SPDR Gold Trust GLD Stock Holding History

Whalerock Point Partners’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 		$1.87M Buy
4,340
+120
+3% +$53.7K 0.36% 53
2025
Q4 		$1.67M Buy
4,220
+49
+1% +$18.7K 0.32% 55
2025
Q3 		$1.48M Buy
4,171
+71
+2% +$22.6K 0.3% 54
2025
Q2 		$1.25M Hold
4,100
– – 0.27% 61
2025
Q1 		$1.18M Buy
+4,100
New +$1.08M 0.28% 61
2018
Q4 		– Sell
-1,859
Closed -$210K – 102
2018
Q3 		$210K Sell
1,859
-1,829
-50% -$210K 0.15% 111
2018
Q2 		$438K Sell
3,688
-9,787
-73% -$1.21M 0.35% 72
2018
Q1 		$1.7M Buy
13,475
+8,231
+157% +$1.04M 0.54% 38
2017
Q4 		$648K Sell
5,244
-572
-10% -$69.3K 0.21% 83
2017
Q3 		$707K Buy
5,816
+4,050
+229% +$493K 0.25% 74
2017
Q2 		$208K Sell
1,766
-10
-0.6% -$1.2K 0.08% 164
2017
Q1 		$211K Sell
1,776
-75
-4% -$8.72K 0.08% 144
2016
Q4 		$203K Sell
1,851
-644
-26% -$74.8K 0.08% 138
2016
Q3 		$313K Buy
+2,495
New +$318K 0.13% 106
2016
Q1 		$223K Buy
+1,898
New +$215K 0.1% 127
2015
Q3 		– Sell
-2,466
Closed -$277K – 156
2015
Q2 		$277K Buy
2,466
+80
+3% +$9.16K 0.11% 120
2015
Q1 		$271K Buy
2,386
+504
+27% +$59K 0.11% 127
2014
Q4 		$213K Buy
1,882
+40
+2% +$4.62K 0.09% 133
2014
Q3 		$214K Buy
+1,842
New +$227K 0.1% 141

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Whalerock Point Partners's GLD Position: Q1 2026 in Review

Whalerock Point Partners increased its SPDR Gold Trust (GLD) stake by 2.8% in Q1 2026, buying an estimated $53.7K and bringing the position to 4,340 shares worth $1.87M. The position accounts for 0.36% of the portfolio, ranked #53.

Whalerock Point Partners first reported a position in GLD in Q3 2014 and has held it in 19 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Whalerock Point Partners held 4,340 shares of SPDR Gold Trust worth $1.87M as of Q1 2026.
  • Whalerock Point Partners bought 120 SPDR Gold Trust shares in Q1 2026, an estimated $53.7K.
  • SPDR Gold Trust made up 0.36% of Whalerock Point Partners's portfolio in Q1 2026, its #53 holding.
  • Whalerock Point Partners first reported a position in SPDR Gold Trust in Q3 2014 and has held it in 19 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.