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Dynamic Advisor Solutions’s SPDR Gold Trust GLD Stock Holding History

Dynamic Advisor Solutions’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
2020
Q4 		– Sell
-6,200
Closed -$39K – 695
2020
Q3 		$39K Buy
+6,200
New +$1.11M ﹤0.01% 582
2019
Q4 		– Sell
-4,500
Closed -$17K – 584
2019
Q3 		$17K Buy
+4,500
New +$626K ﹤0.01% 516

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dynamic Advisor Solutions's GLD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its SPDR Gold Trust (GLD) stake by 0.42% in Q2 2026, buying an estimated $90.3K and bringing the position to 52,636 shares worth $19.4M. The position accounts for 0.55% of the portfolio, ranked #38.

Dynamic Advisor Solutions first reported a position in GLD in Q2 2014 and has held it in 35 quarters since. The position peaked at $27.5M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Dynamic Advisor Solutions held 52,636 shares of SPDR Gold Trust worth $19.4M as of Q2 2026.
  • Dynamic Advisor Solutions bought 218 SPDR Gold Trust shares in Q2 2026, an estimated $90.3K.
  • SPDR Gold Trust made up 0.55% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #38 holding.
  • Dynamic Advisor Solutions first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's SPDR Gold Trust position peaked at $27.5M in Q3 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.