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Allie Family Office’s SPDR Gold Trust GLD Stock Holding History

Allie Family Office’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 		$10.6M Buy
24,642
+1,876
+8% +$840K 4.64% 4
2025
Q4 		$9.02M Buy
22,766
+1,816
+9% +$694K 4.21% 4
2025
Q3 		$7.45M Buy
20,950
+490
+2% +$156K 3.53% 5
2025
Q2 		$6.24M Buy
20,460
+2,035
+11% +$616K 3.09% 6
2025
Q1 		$5.31M Buy
18,425
+1,823
+11% +$482K 2.9% 7
2024
Q4 		$4.02M Sell
16,602
-134
-0.8% -$32.9K 2.23% 9
2024
Q3 		$4.07M Buy
16,736
+568
+4% +$130K 2.19% 10
2024
Q2 		$3.48M Sell
16,168
-3,994
-20% -$864K 2.09% 10
2024
Q1 		$4.15M Sell
20,162
-3,758
-16% -$721K 2.44% 9
2023
Q4 		$3.81M Sell
23,920
-1,659
-6% -$304K 2.64% 8
2023
Q3 		$3.71M Hold
25,579
– – 3% 8
2023
Q2 		$3.85M Buy
25,579
+4,752
+23% +$873K 2.77% 8
2023
Q1 		$3.82M Hold
20,827
– – 2.85% 8
2022
Q4 		$3.53M Buy
20,827
+2,324
+13% +$374K 2.91% 7
2022
Q3 		$2.86M Hold
18,503
– – 2.46% 7
2022
Q2 		$3.12M Buy
18,503
+6,975
+61% +$1.22M 2.53% 7
2022
Q1 		$2.08M Hold
11,528
– – 1.6% 14
2021
Q4 		$1.97M Buy
+11,528
New +$1.94M 1.55% 13

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

Allie Family Office's GLD Position: Q1 2026 in Review

Allie Family Office increased its SPDR Gold Trust (GLD) stake by 8.2% in Q1 2026, buying an estimated $840K and bringing the position to 24,642 shares worth $10.6M. The position accounts for 4.64% of the portfolio, ranked #4.

Allie Family Office first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Allie Family Office held 24,642 shares of SPDR Gold Trust worth $10.6M as of Q1 2026.
  • Allie Family Office bought 1,876 SPDR Gold Trust shares in Q1 2026, an estimated $840K.
  • SPDR Gold Trust made up 4.64% of Allie Family Office's portfolio in Q1 2026, its #4 holding.
  • Allie Family Office first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.