Concurrent Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Concurrent Investment 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	$106M	Buy	247,238 +108,077	+78%	+$48.4M	1.16%	10
2025 Q4	$55.2M	Buy	139,161 +8,993	+7%	+$3.43M	0.63%	23
2025 Q3	$46.3M	Sell	130,168 -4,475	-3%	-$1.43M	0.79%	15
2025 Q2	$41M	Buy	134,643 +39,539	+42%	+$12M	0.79%	15
2025 Q1	$27.4M	Buy	95,104 +15,268	+19%	+$4.04M	0.67%	25
2024 Q4	$19.3M	Sell	79,836 -1,039	-1%	-$255K	0.52%	37
2024 Q3	$19.7M	Sell	80,875 -320	-0.4%	-$73.3K	0.58%	30
2024 Q2	$17.5M	Buy	81,195 +11,217	+16%	+$2.43M	0.57%	36
2024 Q1	$14.4M	Sell	69,978 -471	-0.7%	-$90.4K	0.58%	34
2023 Q4	$13.5M	Buy	+70,449	New	+$12.9M	0.64%	31

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concurrent Investment Advisors's GLD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its SPDR Gold Trust (GLD) stake by 78% in Q1 2026, buying an estimated $48.4M and bringing the position to 247,238 shares worth $106M. The position accounts for 1.16% of the portfolio, ranked #10.

Concurrent Investment Advisors first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Concurrent Investment Advisors held 247,238 shares of SPDR Gold Trust worth $106M as of Q1 2026.
Concurrent Investment Advisors bought 108,077 SPDR Gold Trust shares in Q1 2026, an estimated $48.4M.
SPDR Gold Trust made up 1.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #10 holding.
Concurrent Investment Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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