GLD β€” SPDR GOLD TR

Ownership history in McBroom & Associates, LLC  Β·  17 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported SPDR GOLD TR (GLD) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.92% in 2025 Q4. The latest visible filing shows GLD at 3.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McBroom & Associates, LLC's position in SPDR GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLD was reported at 3.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.92% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McBroom & Associates, LLC held GLD β€” position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,358 -160 -0.8% 3.92% $8.1M 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED 20,518 -111 -0.5% 3.47% $7.3M 2025-10-29 $363.00
2025 Q2 UNCHANGED 20,629 β€” 0% 3.40% $5.9M 2025-08-05 $311.16
2025 Q1 REDUCED 20,629 -229 -1.1% 3.40% $5.9M 2025-04-17 $306.12
2024 Q4 ADDED 20,858 +1,607 +8.3% 2.86% $5.1M 2025-01-29 $254.20
2024 Q3 ADDED 19,251 +97 +0.5% 2.86% $4.7M 2024-10-18 $251.27
2024 Q2 ADDED 19,154 +654 +3.5% 2.58% $4.1M 2024-08-07 $220.55
2024 Q1 ADDED 18,500 +1 +0.0% 2.51% $3.8M 2024-04-16 $221.22
2023 Q4 REDUCED 18,499 -280 -1.5% 2.58% $3.5M 2024-01-08 $187.87
2023 Q3 ADDED 18,779 +147 +0.8% 2.56% $3.2M 2023-10-16 $177.96
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About McBroom & Associates, LLC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has McBroom & Associates, LLC reported owning GLD?

McBroom & Associates, LLC reported GLD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported GLD position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for GLD was 3.92% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 20,358 shares, equal to 3.92% of portfolio, with an estimated market value of $8.1M.

What does the chart on this GLD ownership page compare?

The chart compares McBroom & Associates, LLC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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