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 Q2	$14.1M	Buy	37,629 +36,971	+5,619%	+$15.3M	0.24%	85
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversify Advisory Services's GLD Position: Q2 2026 in Review

Diversify Advisory Services increased its SPDR Gold Trust (GLD) stake by 5,619% in Q2 2026, buying an estimated $15.3M and bringing the position to 37,629 shares worth $14.1M. The position accounts for 0.24% of the portfolio, ranked #85.

Diversify Advisory Services first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $83.5M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Diversify Advisory Services held 37,629 shares of SPDR Gold Trust worth $14.1M as of Q2 2026.
Diversify Advisory Services bought 36,971 SPDR Gold Trust shares in Q2 2026, an estimated $15.3M.
SPDR Gold Trust made up 0.24% of Diversify Advisory Services's portfolio in Q2 2026, its #85 holding.
Diversify Advisory Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's SPDR Gold Trust position peaked at $83.5M in Q4 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.