1620 Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

1620 Investment Advisors’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 Q2	$404K	Hold	1,096	–	–	0.25%	109
2026 Q1	$472K	Sell	1,096 -9	-0.8%	-$4.03K	0.32%	90
2025 Q4	$438K	Buy	1,105 +21	+2%	+$8.02K	0.29%	98
2025 Q3	$385K	Buy	1,084 +175	+19%	+$55.8K	0.26%	112
2025 Q2	$277K	Buy	909 +20	+2%	+$6.06K	0.2%	127
2025 Q1	$256K	Buy	889 +71	+9%	+$18.8K	0.2%	133
2024 Q4	$198K	Buy	818 +20	+3%	+$4.92K	0.15%	153
2024 Q3	$194K	Hold	798	–	–	0.14%	156
2024 Q2	$172K	Buy	+798	New	+$173K	0.13%	166

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

1620 Investment Advisors's GLD Position: Q2 2026 in Review

1620 Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,096 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #109.

1620 Investment Advisors first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $472K in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

1620 Investment Advisors held 1,096 shares of SPDR Gold Trust worth $404K as of Q2 2026.
1620 Investment Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.25% of 1620 Investment Advisors's portfolio in Q2 2026, its #109 holding.
1620 Investment Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's SPDR Gold Trust position peaked at $472K in Q1 2026.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.