Continuum Advisory’s SPDR Gold Trust GLD Stock Holding History

Continuum Advisory’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	$4.48M	Sell	10,414 -1,438	-12%	-$644K	0.43%	55
2025 Q4	$4.7M	Sell	11,852 -95	-0.8%	-$36.3K	0.47%	54
2025 Q3	$4.25M	Buy	11,947 +570	+5%	+$182K	0.45%	56
2025 Q2	$3.47M	Sell	11,377 -950	-8%	-$288K	0.42%	56
2025 Q1	$3.55M	Sell	12,327 -1,091	-8%	-$289K	0.46%	49
2024 Q4	$3.25M	Sell	13,418 -201	-1%	-$49.4K	0.42%	56
2024 Q3	$3.23M	Buy	13,619 +800	+6%	+$183K	0.41%	53
2024 Q2	$2.76M	Sell	12,819 -1	-0%	-$216	0.4%	56
2024 Q1	$2.78M	Sell	12,820 -1,229	-9%	-$236K	0.42%	53
2023 Q4	$2.69M	Buy	14,049 +1,192	+9%	+$218K	0.38%	55
2023 Q3	$2.2M	Sell	12,857 -7,086	-36%	-$1.27M	0.35%	70
2023 Q2	$3.56M	Buy	19,943 +1,065	+6%	+$196K	0.57%	32
2023 Q1	$3.46M	Buy	18,878 +1,148	+6%	+$202K	0.59%	32
2022 Q4	$3.01M	Buy	17,730 +7,401	+72%	+$1.19M	0.54%	45
2022 Q3	$1.6M	Sell	10,329 -1,758	-15%	-$283K	0.28%	85
2022 Q2	$2.04M	Buy	12,087 +6,710	+125%	+$1.17M	0.37%	66
2022 Q1	$951K	Buy	+5,377	New	+$943K	0.18%	144
2021 Q1	–	Sell	-1,927	Closed	-$344K	–	173
2020 Q4	$344K	Sell	1,927 -47	-2%	-$8.28K	0.16%	112
2020 Q3	$353K	Buy	1,974 +559	+40%	+$100K	0.19%	105
2020 Q2	$236K	Buy	+1,415	New	+$228K	0.15%	122
2018 Q3	–	Sell	-1,829	Closed	-$217K	–	157
2018 Q2	$217K	Sell	1,829 -633	-26%	-$78.4K	0.16%	132
2018 Q1	$310K	Buy	2,462 +791	+47%	+$99.8K	0.26%	102
2017 Q4	$207K	Sell	1,671 -346	-17%	-$41.9K	0.16%	160
2017 Q3	$245K	Buy	2,017 +43	+2%	+$5.23K	0.21%	124
2017 Q2	$233K	Buy	1,974 +272	+16%	+$32.6K	0.23%	122
2017 Q1	$202K	Buy	+1,702	New	+$198K	0.24%	111

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

Continuum Advisory's GLD Position: Q1 2026 in Review

Continuum Advisory reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $644K and leaving 10,414 shares worth $4.48M. The position accounts for 0.43% of the portfolio, ranked #55.

Continuum Advisory first reported a position in GLD in Q1 2017 and has held it in 26 quarters since. The position peaked at $4.7M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Continuum Advisory held 10,414 shares of SPDR Gold Trust worth $4.48M as of Q1 2026.
Continuum Advisory sold 1,438 SPDR Gold Trust shares in Q1 2026, an estimated $644K.
SPDR Gold Trust made up 0.43% of Continuum Advisory's portfolio in Q1 2026, its #55 holding.
Continuum Advisory first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 26 quarters since.
Continuum Advisory's SPDR Gold Trust position peaked at $4.7M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.