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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
2024
Q1 		– Sell
-1,100
Closed -$210K – 957
2023
Q4 		$210K Buy
+1,100
New +$202K 0.01% 753

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

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.