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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concurrent Investment Advisors's GLD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 44% in Q2 2026, selling an estimated $45.1M and leaving 138,305 shares worth $50.9M. The position accounts for 0.43% of the portfolio, ranked #39.

Concurrent Investment Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $106M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Concurrent Investment Advisors held 138,305 shares of SPDR Gold Trust worth $50.9M as of Q2 2026.
Concurrent Investment Advisors sold 108,933 SPDR Gold Trust shares in Q2 2026, an estimated $45.1M.
SPDR Gold Trust made up 0.43% of Concurrent Investment Advisors's portfolio in Q2 2026, its #39 holding.
Concurrent Investment Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's SPDR Gold Trust position peaked at $106M in Q1 2026.
3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.