Diversify Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Diversify Advisory Services’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	$275K	Sell	658 -197,426	-100%	-$88.4M	0.04%	173
2025 Q4	$83.5M	Buy	198,084 +1,301	+0.7%	+$497K	2.64%	6
2025 Q3	$72.6M	Sell	196,783 -49,185	-20%	-$15.7M	2.44%	6
2025 Q2	$75.8M	Sell	245,968 -21,680	-8%	-$6.56M	2.9%	5
2025 Q1	$81.9M	Buy	267,648 +28,293	+12%	+$7.48M	5.12%	3
2024 Q4	$59.4M	Buy	239,355 +195,520	+446%	+$48M	3.28%	6
2024 Q3	$11.1M	Buy	43,835 +3,557	+9%	+$815K	0.6%	29
2024 Q2	$8.8M	Buy	40,278 +4,973	+14%	+$1.08M	0.48%	37
2024 Q1	$7.34M	Buy	+35,305	New	+$6.78M	0.43%	46

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

Diversify Advisory Services's GLD Position: Q1 2026 in Review

Diversify Advisory Services reduced its SPDR Gold Trust (GLD) stake by 100% in Q1 2026, selling an estimated $88.4M and leaving 658 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #173.

Diversify Advisory Services first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $83.5M in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Diversify Advisory Services held 658 shares of SPDR Gold Trust worth $275K as of Q1 2026.
Diversify Advisory Services sold 197,426 SPDR Gold Trust shares in Q1 2026, an estimated $88.4M.
SPDR Gold Trust made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #173 holding.
Diversify Advisory Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's SPDR Gold Trust position peaked at $83.5M in Q4 2025.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.