Arete Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$22.6M Buy
52,427
+22,345
+74% +$10M 1.69% 12
2025
Q4
$11.9M Buy
30,082
+6,084
+25% +$2.32M 0.73% 28
2025
Q3
$8.54M Sell
23,998
-25,664
-52% -$8.18M 0.53% 41
2025
Q2
$15.1M Sell
49,662
-3,862
-7% -$1.17M 1.07% 19
2025
Q1
$15.4M Sell
53,524
-10,088
-16% -$2.67M 1.18% 17
2024
Q4
$15.4M Sell
63,612
-1,544
-2% -$379K 1.11% 16
2024
Q3
$15.8M Sell
65,156
-25,745
-28% -$5.9M 1.36% 13
2024
Q2
$19.4M Buy
90,901
+50,483
+125% +$10.9M 1.6% 8
2024
Q1
$8.31M Sell
40,418
-59,765
-60% -$11.5M 0.77% 23
2023
Q4
$19.2M Buy
100,183
+19,747
+25% +$3.62M 1.46% 9
2023
Q3
$13.8M Buy
80,436
+31,859
+66% +$5.7M 2.39% 5
2023
Q2
$8.66M Buy
48,577
+12,691
+35% +$2.33M 0.77% 24
2023
Q1
$6.58M Buy
35,886
+803
+2% +$141K 0.54% 38
2022
Q4
$5.95B Sell
35,083
-696
-2% -$112K 0.52% 33
2022
Q3
$5.53M Buy
35,779
+31,365
+711% +$5.04M 0.54% 39
2022
Q2
$744K Sell
4,414
-25,085
-85% -$4.38M 0.08% 187
2022
Q1
$5.33M Buy
29,499
+14
+0% +$2.46K 0.45% 53
2021
Q4
$5.04M Buy
29,485
+6,438
+28% +$1.08M 0.43% 52
2021
Q3
$3.79M Sell
23,047
-42,104
-65% -$7.05M 0.42% 51
2021
Q2
$7.5M Sell
65,151
-978
-1% -$166K 1.05% 23
2021
Q1
$10.6M Buy
66,129
+3,523
+6% +$592K 1.35% 15
2020
Q4
$11.2M Sell
62,606
-3,935
-6% -$693K 1.59% 9
2020
Q3
$11.9M Buy
66,541
+25,914
+64% +$4.66M 1.79% 9
2020
Q2
$6.8M Buy
40,627
+23,385
+136% +$3.77M 1.18% 18
2020
Q1
$2.55M Buy
17,242
+11,236
+187% +$1.67M 0.5% 43
2019
Q4
$858K Sell
6,006
-1,791
-23% -$250K 0.15% 160
2019
Q3
$1.08M Buy
7,797
+1,455
+23% +$202K 0.21% 119
2019
Q2
$845K Buy
6,342
+417
+7% +$51.5K 0.16% 153
2019
Q1
$723K Sell
5,925
-791
-12% -$97.4K 0.15% 170
2018
Q4
$814K Buy
+6,716
New +$780K 0.2% 130
2018
Q3
Sell
-1,710
Closed -$203K 378
2018
Q2
$203K Buy
+1,710
New +$212K 0.05% 343
2017
Q4
Sell
-1,674
Closed -$204K 321
2017
Q3
$204K Sell
1,674
-180
-10% -$21.9K 0.08% 251
2017
Q2
$219K Sell
1,854
-130
-7% -$15.6K 0.1% 214
2017
Q1
$236K Buy
+1,984
New +$231K 0.1% 171
2016
Q4
Sell
-1,742
Closed -$219K 192
2016
Q3
$219K Sell
1,742
-2,230
-56% -$284K 0.13% 131
2016
Q2
$502K Buy
3,972
+156
+4% +$18.8K 0.32% 66
2016
Q1
$449K Buy
+3,816
New +$432K 0.27% 70

Other funds holding GLD

Arete Wealth Advisors's GLD Position: Q1 2026 in Review

Arete Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 74% in Q1 2026, buying an estimated $10M and bringing the position to 52,427 shares worth $22.6M. The position accounts for 1.69% of the portfolio, ranked #12.

Arete Wealth Advisors first reported a position in GLD in Q1 2016 and has held it in 37 quarters since. The position peaked at $5.95B in Q4 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Arete Wealth Advisors held 52,427 shares of SPDR Gold Trust worth $22.6M as of Q1 2026.
  • Arete Wealth Advisors bought 22,345 SPDR Gold Trust shares in Q1 2026, an estimated $10M.
  • SPDR Gold Trust made up 1.69% of Arete Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Arete Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 37 quarters since.
  • Arete Wealth Advisors's SPDR Gold Trust position peaked at $5.95B in Q4 2022.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.