AlphaQ Advisors’s SPDR Gold Trust GLD Stock Holding History

AlphaQ 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
2025 Q1	$1.06M	Buy	3,694 +30	+0.8%	+$7.93K	2.55%	13
2024 Q4	$887K	Buy	3,664 +30	+0.8%	+$7.37K	2.43%	13
2024 Q3	$883K	Sell	3,634 -56	-2%	-$12.8K	2.45%	13
2024 Q2	$793K	Sell	3,690 -2,207	-37%	-$477K	2.31%	14
2024 Q1	$1.21M	Buy	5,897 +356	+6%	+$68.3K	0.73%	35
2023 Q4	$1.06M	Buy	5,541 +3,171	+134%	+$581K	0.73%	38
2023 Q3	$406K	Sell	2,370 -4,908	-67%	-$878K	0.35%	83
2023 Q2	$1.3M	Buy	7,278 +2,878	+65%	+$529K	0.96%	26
2023 Q1	$806K	Buy	4,400 +2,208	+101%	+$389K	0.69%	38
2022 Q4	$372K	Buy	+2,192	New	+$353K	0.32%	87

Other funds holding GLD

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

AlphaQ Advisors's GLD Position: Q1 2025 in Review

AlphaQ Advisors increased its SPDR Gold Trust (GLD) stake by 0.82% in Q1 2025, buying an estimated $7.93K and bringing the position to 3,694 shares worth $1.06M. The position accounts for 2.55% of the portfolio, ranked #13.

AlphaQ Advisors first reported a position in GLD in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2023. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

AlphaQ Advisors held 3,694 shares of SPDR Gold Trust worth $1.06M as of Q1 2025.
AlphaQ Advisors bought 30 SPDR Gold Trust shares in Q1 2025, an estimated $7.93K.
SPDR Gold Trust made up 2.55% of AlphaQ Advisors's portfolio in Q1 2025, its #13 holding.
AlphaQ Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 10 quarters since.
AlphaQ Advisors's SPDR Gold Trust position peaked at $1.3M in Q2 2023.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.