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 Q3	$54.7M	Buy	143,584 +5,279	+4%	+$2.06M	0.38%	43
2026 Q2	$50.9M	Sell	138,305 -108,933	-44%	-$45.1M	0.43%	39
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Concurrent Investment Advisors's GLD Position: Q3 2026 in Review

Concurrent Investment Advisors increased its SPDR Gold Trust (GLD) stake by 3.8% in Q3 2026, buying an estimated $2.06M and bringing the position to 143,584 shares worth $54.7M. The position accounts for 0.38% of the portfolio, ranked #43.

Concurrent Investment Advisors first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $106M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Concurrent Investment Advisors held 143,584 shares of SPDR Gold Trust worth $54.7M as of Q3 2026.
Concurrent Investment Advisors bought 5,279 SPDR Gold Trust shares in Q3 2026, an estimated $2.06M.
SPDR Gold Trust made up 0.38% of Concurrent Investment Advisors's portfolio in Q3 2026, its #43 holding.
Concurrent Investment Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's SPDR Gold Trust position peaked at $106M in Q1 2026.
2,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.