CVA Family Office’s SPDR Gold Trust GLD Stock Holding History

CVA Family Office’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	$786K	Buy	1,826 +10	+0.6%	+$4.48K	0.08%	131
2025 Q4	$720K	Sell	1,816 -385	-17%	-$147K	0.08%	131
2025 Q3	$782K	Hold	2,201	–	–	0.1%	120
2025 Q2	$671K	Hold	2,201	–	–	0.09%	131
2025 Q1	$634K	Sell	2,201 -1,235	-36%	-$327K	0.1%	130
2024 Q4	$832K	Hold	3,436	–	–	0.13%	108
2024 Q3	$835K	Buy	3,436 +3,401	+9,717%	+$779K	0.14%	107
2024 Q2	$7.53K	Hold	35	–	–	﹤0.01%	778
2024 Q1	$7.2K	Hold	35	–	–	﹤0.01%	797
2023 Q4	$6.69K	Buy	+35	New	+$6.42K	﹤0.01%	779
2023 Q3	–	Sell	-124	Closed	-$22.1K	–	522
2023 Q2	$22.1K	Hold	124	–	–	﹤0.01%	596
2023 Q1	$22.7K	Hold	124	–	–	0.01%	572
2022 Q4	$21K	Hold	124	–	–	0.01%	554
2022 Q3	$19K	Hold	124	–	–	0.01%	535
2022 Q2	$21K	Hold	124	–	–	0.01%	529
2022 Q1	$22K	Hold	124	–	–	0.01%	540
2021 Q4	$21K	Buy	124 +36	+41%	+$6.04K	0.01%	518
2021 Q3	$16K	Sell	88 -36	-29%	-$6.03K	0.01%	274
2021 Q2	$21K	Hold	124	–	–	0.01%	520
2021 Q1	$20K	Buy	124 +36	+41%	+$6.05K	0.01%	416
2020 Q4	$16K	Hold	88	–	–	0.01%	279
2020 Q3	$16K	Hold	88	–	–	0.01%	274
2020 Q2	$15K	Hold	88	–	–	0.01%	237
2020 Q1	$13K	Buy	+88	New	+$13.1K	0.01%	228

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

CVA Family Office's GLD Position: Q1 2026 in Review

CVA Family Office increased its SPDR Gold Trust (GLD) stake by 0.55% in Q1 2026, buying an estimated $4.48K and bringing the position to 1,826 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #131.

CVA Family Office first reported a position in GLD in Q1 2020 and has held it in 24 quarters since. The position peaked at $835K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

CVA Family Office held 1,826 shares of SPDR Gold Trust worth $786K as of Q1 2026.
CVA Family Office bought 10 SPDR Gold Trust shares in Q1 2026, an estimated $4.48K.
SPDR Gold Trust made up 0.08% of CVA Family Office's portfolio in Q1 2026, its #131 holding.
CVA Family Office first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's SPDR Gold Trust position peaked at $835K in Q3 2024.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.