CVA
GLD icon

Central Valley Advisors’s SPDR Gold Trust GLD Stock Holding History

Central Valley 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
Q3 		– Sell
-696
Closed -$256K – 173
2026
Q2 		$256K Sell
696
-200
-22% -$82.9K 0.07% 164
2026
Q1 		$386K Buy
+896
New +$401K 0.11% 132
2024
Q2 		– Sell
-1,009
Closed -$208K – 155
2024
Q1 		$208K Sell
1,009
-43
-4% -$8.25K 0.11% 147
2023
Q4 		$201K Buy
+1,052
New +$193K 0.12% 140

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Central Valley Advisors's GLD Position: Q3 2026 in Review

Central Valley Advisors sold out of SPDR Gold Trust (GLD) in Q3 2026, closing a stake of 696 shares — an estimated $256K sold.

Central Valley Advisors first reported a position in GLD in Q4 2023 and held it in 4 quarters. The position peaked at $386K in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Central Valley Advisors reported no remaining SPDR Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 696 SPDR Gold Trust shares in Q3 2026, an estimated $256K.
  • Central Valley Advisors first reported a position in SPDR Gold Trust in Q4 2023 and held it in 4 quarters.
  • Central Valley Advisors's SPDR Gold Trust position peaked at $386K in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.