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Advisor OS’s SPDR Gold Trust GLD Stock Holding History

Advisor OS’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 		$1.84M Buy
4,270
+248
+6% +$111K 0.13% 117
2025
Q4 		$1.59M Buy
4,022
+312
+8% +$119K 0.13% 112
2025
Q3 		$1.32M Sell
3,710
-52
-1% -$16.6K 0.11% 114
2025
Q2 		$1.15M Buy
3,762
+1,078
+40% +$326K 0.11% 128
2025
Q1 		$773K Buy
+2,684
New +$710K 0.09% 156
2024
Q3 		– Sell
-1,009
Closed -$217K – 417
2024
Q2 		$217K Buy
+1,009
New +$218K 0.02% 358
2022
Q1 		– Sell
-4,950
Closed -$847K – 217
2021
Q4 		$847K Sell
4,950
-6,749
-58% -$1.13M 0.17% 124
2021
Q3 		$1.92M Sell
11,699
-1,115
-9% -$187K 0.42% 54
2021
Q2 		$2.12M Sell
12,814
-1,598
-11% -$272K 0.44% 43
2021
Q1 		$2.31M Buy
14,412
+1,408
+11% +$237K 0.52% 36
2020
Q4 		$2.32M Buy
13,004
+2,756
+27% +$485K 0.62% 29
2020
Q3 		$1.81M Buy
+10,248
New +$1.84M 0.76% 21

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Advisor OS's GLD Position: Q1 2026 in Review

Advisor OS increased its SPDR Gold Trust (GLD) stake by 6.2% in Q1 2026, buying an estimated $111K and bringing the position to 4,270 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #117.

Advisor OS first reported a position in GLD in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.32M in Q4 2020. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Advisor OS held 4,270 shares of SPDR Gold Trust worth $1.84M as of Q1 2026.
  • Advisor OS bought 248 SPDR Gold Trust shares in Q1 2026, an estimated $111K.
  • SPDR Gold Trust made up 0.13% of Advisor OS's portfolio in Q1 2026, its #117 holding.
  • Advisor OS first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 12 quarters since.
  • Advisor OS's SPDR Gold Trust position peaked at $2.32M in Q4 2020.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.