C1AG
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Client 1st Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Client 1st Advisory Group’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 		$228K Sell
620
-202
-25% -$83.7K 0.06% 131
2026
Q1 		$354K Buy
+822
New +$368K 0.11% 91

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

Client 1st Advisory Group's GLD Position: Q2 2026 in Review

Client 1st Advisory Group reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, selling an estimated $83.7K and leaving 620 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #131.

Client 1st Advisory Group first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $354K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Client 1st Advisory Group held 620 shares of SPDR Gold Trust worth $228K as of Q2 2026.
  • Client 1st Advisory Group sold 202 SPDR Gold Trust shares in Q2 2026, an estimated $83.7K.
  • SPDR Gold Trust made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #131 holding.
  • Client 1st Advisory Group first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Client 1st Advisory Group's SPDR Gold Trust position peaked at $354K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.