Whitney & Co’s SPDR Gold Trust GLD Stock Holding History

Whitney & 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
2026 Q1	$6.05M	Buy	14,056 +1,291	+10%	+$578K	0.5%	54
2025 Q4	$5.06M	Buy	12,765 +8,852	+226%	+$3.38M	0.4%	58
2025 Q3	$1.39M	Sell	3,913 -16	-0.4%	-$5.1K	0.13%	71
2025 Q2	$1.2M	Buy	3,929 +100	+3%	+$30.3K	0.12%	70
2025 Q1	$1.1M	Sell	3,829 -216	-5%	-$57.1K	0.12%	75
2024 Q4	$979K	Sell	4,045 -40	-1%	-$9.83K	0.1%	69
2024 Q3	$993K	Hold	4,085	–	–	0.11%	69
2024 Q2	$878K	Sell	4,085 -597	-13%	-$129K	0.1%	68
2024 Q1	$963K	Sell	4,682 -809	-15%	-$155K	0.11%	70
2023 Q4	$1.05M	Sell	5,491 -5	-0.1%	-$916	0.14%	66
2023 Q3	$942K	Sell	5,496 -18	-0.3%	-$3.22K	0.14%	69
2023 Q2	$983K	Sell	5,514 -513	-9%	-$94.3K	0.14%	67
2023 Q1	$1.1M	Sell	6,027 -80	-1%	-$14.1K	0.18%	64
2022 Q4	$1.04M	Sell	6,107 -91	-1%	-$14.7K	0.19%	64
2022 Q3	$959K	Sell	6,198 -77	-1%	-$12.4K	0.19%	65
2022 Q2	$1.06M	Sell	6,275 -321	-5%	-$56.1K	0.19%	67
2022 Q1	$1.19M	Sell	6,596 -483	-7%	-$84.7K	0.18%	68
2021 Q4	$1.21M	Buy	7,079 +2,620	+59%	+$440K	0.18%	68
2021 Q3	$732K	Hold	4,459	–	–	0.12%	75
2021 Q2	$739K	Hold	4,459	–	–	0.12%	77
2021 Q1	$713K	Hold	4,459	–	–	0.13%	73
2020 Q4	$774K	Buy	4,459 +95	+2%	+$16.7K	0.12%	74
2020 Q3	$773K	Hold	4,364	–	–	0.14%	70
2020 Q2	$730K	Buy	4,364 +2,364	+118%	+$381K	0.15%	67
2020 Q1	$296K	Buy	2,000 +300	+18%	+$44.7K	0.07%	86
2019 Q4	$243K	Hold	1,700	–	–	0.05%	103
2019 Q3	$242K	Sell	1,700 -200	-11%	-$27.8K	0.05%	99
2019 Q2	$253K	Sell	1,900 -15	-0.8%	-$1.85K	0.06%	99
2019 Q1	$232K	Hold	1,915	–	–	0.05%	97
2018 Q4	$237K	Hold	1,915	–	–	0.06%	106
2018 Q3	$222K	Sell	1,915 -200	-9%	-$22.9K	0.05%	103
2018 Q2	$251K	Hold	2,115	–	–	0.07%	98
2018 Q1	$266K	Sell	2,115 -535	-20%	-$67.5K	0.08%	100
2017 Q4	$328K	Sell	2,650 -200	-7%	-$24.2K	0.1%	94
2017 Q3	$336K	Hold	2,850	–	–	0.11%	90
2017 Q2	$336K	Hold	2,850	–	–	0.11%	93
2017 Q1	$338K	Buy	2,850 +300	+12%	+$34.9K	0.12%	85
2016 Q4	$280K	Sell	2,550 -100	-4%	-$11.6K	0.11%	90
2016 Q3	$333K	Sell	2,650 -50	-2%	-$6.37K	0.13%	83
2016 Q2	$341K	Hold	2,700	–	–	0.14%	86
2016 Q1	$318K	Sell	2,700 -100	-4%	-$11.3K	0.14%	87
2015 Q4	$284K	Sell	2,800 -610	-18%	-$64.5K	0.12%	95
2015 Q3	$364K	Sell	3,410 -100	-3%	-$10.8K	0.16%	90
2015 Q2	$394K	Sell	3,510 -190	-5%	-$21.7K	0.17%	86
2015 Q1	$421K	Sell	3,700 -1,000	-21%	-$117K	0.19%	85
2014 Q4	$534K	Hold	4,700	–	–	0.24%	81
2014 Q3	$546K	Sell	4,700 -400	-8%	-$49.3K	0.25%	80
2014 Q2	$653K	Sell	5,100 -1,100	-18%	-$137K	0.3%	74
2014 Q1	$766K	Sell	6,200 -125	-2%	-$15.6K	0.39%	70
2013 Q4	$734K	Sell	6,325 -100	-2%	-$12.3K	0.41%	67
2013 Q3	$824K	Sell	6,425 -400	-6%	-$51.4K	0.58%	53
2013 Q2	$813K	Buy	+6,825	New	+$935K	0.59%	54

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

Whitney & Co's GLD Position: Q1 2026 in Review

Whitney & Co increased its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, buying an estimated $578K and bringing the position to 14,056 shares worth $6.05M. The position accounts for 0.5% of the portfolio, ranked #54.

Whitney & Co first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Whitney & Co held 14,056 shares of SPDR Gold Trust worth $6.05M as of Q1 2026.
Whitney & Co bought 1,291 SPDR Gold Trust shares in Q1 2026, an estimated $578K.
SPDR Gold Trust made up 0.5% of Whitney & Co's portfolio in Q1 2026, its #54 holding.
Whitney & Co first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.