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

Arkadios Wealth 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
Q2 		$16.9M Buy
45,936
+1,453
+3% +$602K 0.26% 82
2026
Q1 		$19.1M Sell
44,483
-9,050
-17% -$4.05M 0.31% 64
2025
Q4 		$21.2M Sell
53,533
-3,815
-7% -$1.46M 0.41% 41
2025
Q3 		$20.4M Buy
57,348
+6,497
+13% +$2.07M 0.49% 32
2025
Q2 		$15.5M Buy
50,851
+5,064
+11% +$1.53M 0.46% 36
2025
Q1 		$13.2M Buy
45,787
+6,247
+16% +$1.65M 0.5% 35
2024
Q4 		$9.57M Buy
39,540
+4,275
+12% +$1.05M 0.52% 32
2024
Q3 		$8.57M Buy
35,265
+20,942
+146% +$4.8M 0.49% 38
2024
Q2 		$3.08M Buy
14,323
+4,766
+50% +$1.03M 0.21% 99
2024
Q1 		$1.97M Sell
9,557
-13,993
-59% -$2.69M 0.15% 148
2023
Q4 		$4.5M Sell
23,550
-3,007
-11% -$551K 0.38% 55
2023
Q3 		$4.55M Buy
26,557
+15,090
+132% +$2.7M 0.43% 51
2023
Q2 		$2.04M Buy
11,467
+106
+0.9% +$19.5K 0.24% 104
2023
Q1 		$2.08M Buy
11,361
+2,824
+33% +$497K 0.25% 110
2022
Q4 		$1.45M Buy
8,537
+1,511
+22% +$243K 0.19% 130
2022
Q3 		$1.09M Sell
7,026
-6,947
-50% -$1.12M 0.16% 150
2022
Q2 		$2.35M Sell
13,973
-74
-0.5% -$12.9K 0.35% 73
2022
Q1 		$2.54M Buy
14,047
+2,095
+18% +$368K 0.33% 77
2021
Q4 		$2.04M Buy
11,952
+914
+8% +$153K 0.27% 91
2021
Q3 		$1.81M Sell
11,038
-6,242
-36% -$1.04M 0.26% 97
2021
Q2 		$2.86M Sell
17,280
-769
-4% -$131K 0.35% 72
2021
Q1 		$2.89M Sell
18,049
-6,058
-25% -$1.02M 0.48% 51
2020
Q4 		$4.3M Buy
24,107
+12,303
+104% +$2.17M 0.9% 25
2020
Q3 		$2.1M Buy
11,804
+1,067
+10% +$192K 1.06% 16
2020
Q2 		$1.83M Buy
10,737
+4,547
+73% +$733K 1.01% 17
2020
Q1 		$916K Buy
6,190
+1,619
+35% +$241K 0.58% 39
2019
Q4 		$678K Buy
+4,571
New +$639K 0.41% 56

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

Arkadios Wealth Advisors's GLD Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, buying an estimated $602K and bringing the position to 45,936 shares worth $16.9M. The position accounts for 0.26% of the portfolio, ranked #82.

Arkadios Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.2M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Arkadios Wealth Advisors held 45,936 shares of SPDR Gold Trust worth $16.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,453 SPDR Gold Trust shares in Q2 2026, an estimated $602K.
  • SPDR Gold Trust made up 0.26% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Arkadios Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's SPDR Gold Trust position peaked at $21.2M in Q4 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.