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Claro Advisors’s SPDR Gold Trust GLD Stock Holding History

Claro 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 		$1.74M Buy
4,036
+806
+25% +$361K 0.21% 86
2025
Q4 		$1.28M Buy
3,230
+638
+25% +$244K 0.17% 109
2025
Q3 		$921K Sell
2,592
-34
-1% -$10.8K 0.13% 135
2025
Q2 		$800K Sell
2,626
-740
-22% -$224K 0.13% 149
2025
Q1 		$970K Buy
3,366
+32
+1% +$8.46K 0.13% 149
2024
Q4 		$807K Sell
3,334
-187
-5% -$46K 0.11% 175
2024
Q3 		$856K Sell
3,521
-623
-15% -$143K 0.11% 183
2024
Q2 		$891K Sell
4,144
-15
-0.4% -$3.24K 0.14% 149
2024
Q1 		$856K Buy
4,159
+618
+17% +$119K 0.15% 159
2023
Q4 		$677K Sell
3,541
-57
-2% -$10.4K 0.15% 163
2023
Q3 		$617K Buy
3,598
+49
+1% +$8.76K 0.15% 157
2023
Q2 		$633K Buy
3,549
+1,151
+48% +$211K 0.16% 161
2023
Q1 		$439K Sell
2,398
-100
-4% -$17.6K 0.13% 196
2022
Q4 		$424K Buy
2,498
+100
+4% +$16.1K 0.14% 187
2022
Q3 		$404K Hold
2,398
– – 0.16% 152
2022
Q2 		$404K Hold
2,398
– – 0.16% 152
2022
Q1 		$410K Hold
2,398
– – 0.15% 156
2021
Q4 		$410K Sell
2,398
-595
-20% -$99.9K 0.15% 156
2021
Q3 		$492K Buy
2,993
+164
+6% +$27.5K 0.21% 136
2021
Q2 		$469K Buy
2,829
+30
+1% +$5.1K 0.21% 133
2021
Q1 		$448K Buy
2,799
+174
+7% +$29.2K 0.23% 126
2020
Q4 		$468K Sell
2,625
-100
-4% -$17.6K 0.25% 116
2020
Q3 		$483K Buy
2,725
+60
+2% +$10.8K 0.31% 97
2020
Q2 		$446K Buy
2,665
+50
+2% +$8.06K 0.31% 94
2020
Q1 		$387K Sell
2,615
-97
-4% -$14.4K 0.36% 86
2019
Q4 		$388K Sell
2,712
-50
-2% -$6.99K 0.3% 92
2019
Q3 		$384K Sell
2,762
-12
-0.4% -$1.67K 0.34% 87
2019
Q2 		$369K Buy
2,774
+778
+39% +$96.2K 0.34% 92
2019
Q1 		$244K Buy
1,996
+153
+8% +$18.8K 0.24% 125
2018
Q4 		$208K Buy
+1,843
New +$214K 0.17% 128

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

Claro Advisors's GLD Position: Q1 2026 in Review

Claro Advisors increased its SPDR Gold Trust (GLD) stake by 25% in Q1 2026, buying an estimated $361K and bringing the position to 4,036 shares worth $1.74M. The position accounts for 0.21% of the portfolio, ranked #86.

Claro Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Claro Advisors held 4,036 shares of SPDR Gold Trust worth $1.74M as of Q1 2026.
  • Claro Advisors bought 806 SPDR Gold Trust shares in Q1 2026, an estimated $361K.
  • SPDR Gold Trust made up 0.21% of Claro Advisors's portfolio in Q1 2026, its #86 holding.
  • Claro Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.