DWA
GLD icon

Delos Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Delos Wealth 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
Q1 		$8.28M Buy
19,239
+128
+0.7% +$57.3K 4.74% 2
2025
Q4 		$7.57M Sell
19,111
-152
-0.8% -$58K 4.99% 2
2025
Q3 		$6.85M Buy
19,263
+1,314
+7% +$419K 4.61% 4
2025
Q2 		$5.47M Sell
17,949
-1,558
-8% -$472K 4.26% 4
2025
Q1 		$5.62M Buy
19,507
+71
+0.4% +$18.8K 4.45% 5
2024
Q4 		$4.71M Buy
19,436
+1,640
+9% +$403K 3.75% 6
2024
Q3 		$4.33M Buy
17,796
+1,516
+9% +$347K 3.77% 5
2024
Q2 		$3.5M Buy
16,280
+1,416
+10% +$306K 3.38% 7
2024
Q1 		$3.06M Buy
14,864
+3,620
+32% +$695K 3.44% 7
2023
Q4 		$2.15M Sell
11,244
-48
-0.4% -$8.8K 3.12% 9
2023
Q3 		$2.03M Sell
11,292
-140
-1% -$25K 2.46% 11
2023
Q2 		$2.04M Buy
11,432
+480
+4% +$88.2K 2.6% 10
2023
Q1 		$2.01M Buy
10,952
+10,944
+136,800% +$1.93M 2.54% 11
2022
Q4 		$1.36K Hold
8
– – ﹤0.01% 218
2022
Q3 		$1K Sell
8
-16,660
-100% -$2.68M ﹤0.01% 237
2022
Q2 		$2.81M Buy
16,668
+3,320
+25% +$580K 3.14% 12
2022
Q1 		$2.41M Buy
13,348
+827
+7% +$145K 2.38% 17
2021
Q4 		$2.14M Buy
12,521
+1,231
+11% +$207K 2.04% 22
2021
Q3 		$1.85M Buy
+11,290
New +$1.89M 2.04% 21

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

Delos Wealth Advisors's GLD Position: Q1 2026 in Review

Delos Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.67% in Q1 2026, buying an estimated $57.3K and bringing the position to 19,239 shares worth $8.28M. The position accounts for 4.74% of the portfolio, ranked #2.

Delos Wealth Advisors first reported a position in GLD in Q3 2021 and has held it in 19 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Delos Wealth Advisors held 19,239 shares of SPDR Gold Trust worth $8.28M as of Q1 2026.
  • Delos Wealth Advisors bought 128 SPDR Gold Trust shares in Q1 2026, an estimated $57.3K.
  • SPDR Gold Trust made up 4.74% of Delos Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Delos Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.