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Apriem Advisors’s SPDR Gold Trust GLD Stock Holding History

Apriem 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
2026
Q1 		$1.01M Sell
2,342
-9
-0.4% -$4.03K 0.1% 94
2025
Q4 		$932K Buy
2,351
+79
+3% +$30.2K 0.09% 94
2025
Q3 		$808K Hold
2,272
– – 0.08% 101
2025
Q2 		$693K Buy
2,272
+154
+7% +$46.6K 0.07% 99
2025
Q1 		$610K Buy
2,118
+118
+6% +$31.2K 0.07% 95
2024
Q4 		$484K Buy
2,000
+44
+2% +$10.8K 0.06% 109
2024
Q3 		$475K Hold
1,956
– – 0.06% 108
2024
Q2 		$421K Sell
1,956
-114
-6% -$24.7K 0.05% 112
2024
Q1 		$426K Hold
2,070
– – 0.05% 113
2023
Q4 		$396K Hold
2,070
– – 0.05% 108
2023
Q3 		$355K Hold
2,070
– – 0.05% 108
2023
Q2 		$369K Hold
2,070
– – 0.06% 111
2023
Q1 		$379K Hold
2,070
– – 0.06% 107
2022
Q4 		$351K Buy
2,070
+300
+17% +$48.3K 0.06% 110
2022
Q3 		$274K Hold
1,770
– – 0.05% 116
2022
Q2 		$298K Hold
1,770
– – 0.05% 113
2022
Q1 		$320K Hold
1,770
– – 0.05% 113
2021
Q4 		$303K Hold
1,770
– – 0.04% 115
2021
Q3 		$291K Hold
1,770
– – 0.04% 121
2021
Q2 		$293K Sell
1,770
-228
-11% -$38.7K 0.04% 122
2021
Q1 		$320K Sell
1,998
-119
-6% -$20K 0.05% 111
2020
Q4 		$378K Buy
2,117
+240
+13% +$42.3K 0.07% 92
2020
Q3 		$332K Buy
1,877
+427
+29% +$76.7K 0.06% 93
2020
Q2 		$243K Sell
1,450
-450
-24% -$72.6K 0.05% 105
2020
Q1 		$281K Hold
1,900
– – 0.07% 87
2019
Q4 		$272K Hold
1,900
– – 0.05% 107
2019
Q3 		$264K Hold
1,900
– – 0.06% 104
2019
Q2 		$253K Hold
1,900
– – 0.08% 115
2019
Q1 		$232K Sell
1,900
-212
-10% -$26.1K 0.06% 115
2018
Q4 		$256K Sell
2,112
-113
-5% -$13.1K 0.09% 102
2018
Q3 		$251K Buy
2,225
+450
+25% +$51.6K 0.05% 122
2018
Q2 		$211K Hold
1,775
– – 0.05% 127
2018
Q1 		$223K Sell
1,775
-625
-26% -$78.8K 0.05% 118
2017
Q4 		$297K Buy
2,400
+200
+9% +$24.2K 0.07% 101
2017
Q3 		$267K Buy
2,200
+200
+10% +$24.3K 0.07% 113
2017
Q2 		$236K Sell
2,000
-100
-5% -$12K 0.06% 117
2017
Q1 		$249K Sell
2,100
-112
-5% -$13K 0.07% 112
2016
Q4 		$242K Buy
2,212
+62
+3% +$7.2K 0.07% 107
2016
Q3 		$270K Sell
2,150
-270
-11% -$34.4K 0.08% 95
2016
Q2 		$306K Sell
2,420
-180
-7% -$21.7K 0.1% 86
2016
Q1 		$306K Hold
2,600
– – 0.12% 75
2015
Q4 		$264K Hold
2,600
– – 0.09% 79
2015
Q3 		$278K Buy
2,600
+1,200
+86% +$129K 0.1% 77
2015
Q2 		$157K Hold
1,400
– – 0.05% 112
2015
Q1 		$159K Hold
1,400
– – 0.06% 118
2014
Q4 		$159K Sell
1,400
-100
-7% -$11.5K 0.06% 105
2014
Q3 		$174K Hold
1,500
– – 0.07% 104
2014
Q2 		$192K Buy
1,500
+100
+7% +$12.4K 0.07% 120
2014
Q1 		$173K Hold
1,400
– – 0.07% 125
2013
Q4 		$163K Sell
1,400
-30
-2% -$3.68K 0.06% 120
2013
Q3 		$183K Buy
1,430
+200
+16% +$25.7K 0.08% 110
2013
Q2 		$147K Buy
+1,230
New +$168K 0.07% 119

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

Apriem Advisors's GLD Position: Q1 2026 in Review

Apriem Advisors reduced its SPDR Gold Trust (GLD) stake by 0.38% in Q1 2026, selling an estimated $4.03K and leaving 2,342 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #94.

Apriem Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Apriem Advisors held 2,342 shares of SPDR Gold Trust worth $1.01M as of Q1 2026.
  • Apriem Advisors sold 9 SPDR Gold Trust shares in Q1 2026, an estimated $4.03K.
  • SPDR Gold Trust made up 0.1% of Apriem Advisors's portfolio in Q1 2026, its #94 holding.
  • Apriem Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.