Advyzon Investment Management’s SPDR Gold Trust GLD Stock Holding History

Advyzon Investment Management’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	$5.42M	Sell	12,594 -1,633	-11%	-$731K	0.49%	45
2025 Q4	$5.64M	Buy	14,227 +349	+3%	+$133K	0.65%	33
2025 Q3	$4.93M	Sell	13,878 -5,831	-30%	-$1.86M	0.85%	23
2025 Q2	$6.01M	Buy	19,709 +15,814	+406%	+$4.79M	1.33%	14
2025 Q1	$1.12M	Buy	3,895 +2,964	+318%	+$784K	0.4%	50
2024 Q4	$225K	Buy	+931	New	+$229K	0.09%	208

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advyzon Investment Management's GLD Position: Q1 2026 in Review

Advyzon Investment Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $731K and leaving 12,594 shares worth $5.42M. The position accounts for 0.49% of the portfolio, ranked #45.

Advyzon Investment Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.01M in Q2 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Advyzon Investment Management held 12,594 shares of SPDR Gold Trust worth $5.42M as of Q1 2026.
Advyzon Investment Management sold 1,633 SPDR Gold Trust shares in Q1 2026, an estimated $731K.
SPDR Gold Trust made up 0.49% of Advyzon Investment Management's portfolio in Q1 2026, its #45 holding.
Advyzon Investment Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's SPDR Gold Trust position peaked at $6.01M in Q2 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.