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Alliance Wealth Advisors (Utah)’s SPDR Gold Trust GLD Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.09M Buy
2,960
+245
+9% +$101K 0.21% 66
2026
Q1 		$1.17M Sell
2,715
-251
-8% -$112K 0.25% 72
2025
Q4 		$1.18M Sell
2,966
-446
-13% -$170K 0.25% 87
2025
Q3 		$1.21M Buy
3,412
+238
+7% +$75.8K 0.28% 92
2025
Q2 		$968K Buy
3,174
+252
+9% +$76.3K 0.23% 99
2025
Q1 		$842K Buy
2,922
+373
+15% +$98.6K 0.22% 108
2024
Q4 		$617K Sell
2,549
-128
-5% -$31.5K 0.16% 142
2024
Q3 		$651K Sell
2,677
-175
-6% -$40.1K 0.17% 134
2024
Q2 		$613K Buy
2,852
+57
+2% +$12.3K 0.18% 126
2024
Q1 		$575K Buy
2,795
+189
+7% +$36.3K 0.17% 123
2023
Q4 		$498K Buy
2,606
+427
+20% +$78.3K 0.17% 129
2023
Q3 		$374K Buy
2,179
+560
+35% +$100K 0.14% 152
2023
Q2 		$289K Buy
+1,619
New +$297K 0.11% 177

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s GLD Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, buying an estimated $101K and bringing the position to 2,960 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #66.

Alliance Wealth Advisors (Utah) first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,960 shares of SPDR Gold Trust worth $1.09M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 245 SPDR Gold Trust shares in Q2 2026, an estimated $101K.
  • SPDR Gold Trust made up 0.21% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #66 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Alliance Wealth Advisors (Utah)'s SPDR Gold Trust position peaked at $1.21M in Q3 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.