GLD — SPDR GOLD TRUST GOLD SHS

Ownership history in Richard C. Young & CO., LTD.  ·  71 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported SPDR GOLD TRUST GOLD SHS (GLD) in 71 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.33% in 2025 Q4. The latest visible filing shows GLD at 4.33% 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 Richard C. Young & CO., LTD.'s position in SPDR GOLD TRUST GOLD SHS, 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 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.33% 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 Q4 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.

GLD stock page Richard C. Young & CO., LTD. fund profile Richard C. Young & CO., LTD. full holdings
How Richard C. Young & CO., LTD. held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 121,801 -909 -0.7% 4.33% $48.3M 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED 122,710 -3,784 -3.0% 4.05% $43.6M 2025-11-12 $385.99
2025 Q2 REDUCED 126,494 -2,434 -1.9% 3.81% $38.6M 2025-08-07 $313.12
2025 Q1 REDUCED 128,928 -4,074 -3.1% 3.99% $37.1M 2025-05-02 $297.98
2024 Q4 REDUCED 133,002 -2,915 -2.1% 3.51% $32.2M 2025-01-28 $255.18
2024 Q3 REDUCED 135,917 -322 -0.2% 3.61% $33.0M 2024-11-07 $249.65
2024 Q2 ADDED 136,239 +1,356 +1.0% 3.56% $29.3M 2024-08-08 $224.01
2024 Q1 REDUCED 134,883 -3,082 -2.2% 3.48% $27.7M 2024-05-08 $213.58
2023 Q4 REDUCED 137,965 -2,494 -1.8% 3.54% $26.4M 2024-02-12 $187.11
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Aspect Partners, LLC 3.96% Noble Wealth Management PBC 2.98% Sincerus Advisory, LLC 2.3% Vigilare Wealth Management 3Y 1.74% Coastline Trust Co 3Y 7Y 1.07% Byrne Asset Management LLC 3Y 0.99% Versant Capital Management, Inc 3Y 7Y 0.88% HIGHLINE WEALTH PARTNERS LLC 0.69% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.68% PRIVATE CLIENT SERVICES, LLC 0.59%

FAQ About Richard C. Young & CO., LTD. and GLD

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

How long has Richard C. Young & CO., LTD. reported owning GLD?

Richard C. Young & CO., LTD. reported GLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLD position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for GLD was 4.33% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 121,801 shares, equal to 4.33% of portfolio, with an estimated market value of $48.3M.

What does the chart on this GLD ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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