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Woodard & Company Asset Management Group’s SPDR Gold Trust GLD Stock Holding History

Woodard & Company Asset Management 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
2025
Q1 		– Sell
-974
Closed -$236K – 145
2024
Q4 		$236K Sell
974
-68,118
-99% -$16.7M 0.05% 88
2024
Q3 		$16.8M Buy
+69,092
New +$15.8M 3.77% 8
2022
Q2 		– Sell
-4,188
Closed -$757K – 113
2022
Q1 		$757K Buy
4,188
+342
+9% +$60K 0.32% 47
2021
Q4 		$658K Hold
3,846
– – 0.31% 49
2021
Q3 		$632K Sell
3,846
-110
-3% -$18.4K 0.39% 45
2021
Q2 		$655K Buy
3,956
+310
+9% +$52.7K 0.39% 45
2021
Q1 		$583K Buy
3,646
+250
+7% +$42K 0.37% 46
2020
Q4 		$606K Buy
3,396
+96
+3% +$16.9K 0.37% 38
2020
Q3 		$584K Buy
3,300
+275
+9% +$49.4K 0.38% 33
2020
Q2 		$506K Buy
+3,025
New +$488K 0.34% 41
2018
Q4 		– Sell
-325
Closed -$37K – 99
2018
Q3 		$37K Hold
325
– – 0.03% 100
2018
Q2 		$38.6K Sell
325
-295
-48% -$36.5K 0.04% 98
2018
Q1 		$78K Hold
620
– – 0.08% 70
2017
Q4 		$76K Buy
+620
New +$75.2K 0.07% 78

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Woodard & Company Asset Management Group's GLD Position: Q1 2025 in Review

Woodard & Company Asset Management Group sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 974 shares — an estimated $236K sold.

Woodard & Company Asset Management Group first reported a position in GLD in Q4 2017 and held it in 14 quarters. The position peaked at $16.8M in Q3 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Woodard & Company Asset Management Group reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 974 SPDR Gold Trust shares in Q1 2025, an estimated $236K.
  • Woodard & Company Asset Management Group first reported a position in SPDR Gold Trust in Q4 2017 and held it in 14 quarters.
  • Woodard & Company Asset Management Group's SPDR Gold Trust position peaked at $16.8M in Q3 2024.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2025, filed 7 May 2025.