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Doliver Advisors’s SPDR Gold Trust GLD Stock Holding History

Doliver 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
Q2 		$949K Buy
2,577
+1,519
+144% +$629K 0.21% 74
2026
Q1 		$455K Buy
1,058
+392
+59% +$176K 0.1% 120
2025
Q4 		$264K Sell
666
-257
-28% -$98.1K 0.07% 161
2025
Q3 		$328K Sell
923
-32
-3% -$10.2K 0.08% 149
2025
Q2 		$291K Sell
955
-1,405
-60% -$425K 0.08% 145
2025
Q1 		$680K Sell
2,360
-250
-10% -$66.1K 0.19% 79
2024
Q4 		$632K Sell
2,610
-136
-5% -$33.4K 0.18% 85
2024
Q3 		$667K Sell
2,746
-397
-13% -$90.9K 0.18% 78
2024
Q2 		$676K Sell
3,143
-297
-9% -$64.2K 0.19% 75
2024
Q1 		$708K Buy
3,440
+97
+3% +$18.6K 0.2% 74
2023
Q4 		$639K Sell
3,343
-35
-1% -$6.42K 0.2% 74
2023
Q3 		$579K Buy
3,378
+498
+17% +$89K 0.17% 76
2023
Q2 		$513K Buy
2,880
+934
+48% +$172K 0.16% 92
2023
Q1 		$357K Buy
1,946
+81
+4% +$14.3K 0.11% 113
2022
Q4 		$316K Sell
1,865
-150
-7% -$24.2K 0.1% 113
2022
Q3 		$312K Hold
2,015
– – 0.12% 106
2022
Q2 		$339K Buy
2,015
+643
+47% +$112K 0.12% 111
2022
Q1 		$248K Sell
1,372
-2,334
-63% -$409K 0.08% 146
2021
Q4 		$626K Sell
3,706
-1,642
-31% -$276K 0.2% 81
2021
Q3 		$878K Buy
5,348
+1,160
+28% +$194K 0.3% 65
2021
Q2 		$694K Buy
4,188
+820
+24% +$139K 0.23% 74
2021
Q1 		$539K Sell
3,368
-1,167
-26% -$196K 0.2% 78
2020
Q4 		$809K Buy
4,535
+1,238
+38% +$218K 0.36% 50
2020
Q3 		$584K Sell
3,297
-767
-19% -$138K 0.3% 64
2020
Q2 		$680K Buy
4,064
+501
+14% +$80.8K 0.3% 54
2020
Q1 		$576K Buy
3,563
+1,395
+64% +$208K 0.28% 54
2019
Q4 		$310K Sell
2,168
-608
-22% -$85K 0.12% 78
2019
Q3 		$388K Sell
2,776
-309
-10% -$43K 0.16% 61
2019
Q2 		$411K Buy
+3,085
New +$381K 0.16% 49
2019
Q1 		– Sell
-2,689
Closed -$326K – 156
2018
Q4 		$326K Buy
+2,689
New +$312K 0.16% 78

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Doliver Advisors's GLD Position: Q2 2026 in Review

Doliver Advisors increased its SPDR Gold Trust (GLD) stake by 144% in Q2 2026, buying an estimated $629K and bringing the position to 2,577 shares worth $949K. The position accounts for 0.21% of the portfolio, ranked #74.

Doliver Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Doliver Advisors held 2,577 shares of SPDR Gold Trust worth $949K as of Q2 2026.
  • Doliver Advisors bought 1,519 SPDR Gold Trust shares in Q2 2026, an estimated $629K.
  • SPDR Gold Trust made up 0.21% of Doliver Advisors's portfolio in Q2 2026, its #74 holding.
  • Doliver Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.