Elevated Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Elevated Capital 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	$83.9K	Buy	195 +4	+2%	+$1.79K	0.02%	300
2025 Q4	$75.7K	Buy	+191	New	+$72.9K	0.02%	320
2024 Q4	–	Sell	-4,048	Closed	-$984K	–	263
2024 Q3	$984K	Sell	4,048 -272	-6%	-$62.3K	0.26%	105
2024 Q2	$929K	Sell	4,320 -256	-6%	-$55.4K	0.26%	103
2024 Q1	$941K	Sell	4,576 -159	-3%	-$30.5K	0.27%	95
2023 Q4	$905K	Sell	4,735 -241	-5%	-$44.2K	0.28%	94
2023 Q3	$853K	Sell	4,976 -374	-7%	-$66.9K	0.29%	87
2023 Q2	$954K	Sell	5,350 -376	-7%	-$69.1K	0.32%	94
2023 Q1	$1.05M	Sell	5,726 -313	-5%	-$55.1K	0.38%	84
2022 Q4	$1.02M	Sell	6,039 -1,320	-18%	-$213K	0.39%	77
2022 Q3	$1.14M	Buy	+7,359	New	+$1.18M	0.45%	82
2022 Q1	$2.52M	Buy	+13,939	New	+$2.45M	0.83%	30
2021 Q3	$1.39M	Buy	+8,489	New	+$1.42M	0.48%	59
2021 Q1	$1.41M	Sell	8,496 -4,582	-35%	-$770K	0.55%	59
2020 Q4	$2.33M	Buy	13,078 +20	+0.2%	+$3.52K	1.01%	29
2020 Q3	$2.29M	Sell	13,058 -578	-4%	-$104K	1.07%	27
2020 Q2	$2.49M	Buy	+13,636	New	+$2.2M	1.17%	22
2019 Q4	$1.07M	Buy	+7,508	New	+$1.05M	1.19%	28
2019 Q1	$2.35M	Buy	+14,538	New	+$1.79M	1.55%	14

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

Elevated Capital Advisors's GLD Position: Q1 2026 in Review

Elevated Capital Advisors increased its SPDR Gold Trust (GLD) stake by 2.1% in Q1 2026, buying an estimated $1.79K and bringing the position to 195 shares worth $83.9K. The position accounts for 0.02% of the portfolio, ranked #300.

Elevated Capital Advisors first reported a position in GLD in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.52M in Q1 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Elevated Capital Advisors held 195 shares of SPDR Gold Trust worth $83.9K as of Q1 2026.
Elevated Capital Advisors bought 4 SPDR Gold Trust shares in Q1 2026, an estimated $1.79K.
SPDR Gold Trust made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #300 holding.
Elevated Capital Advisors first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 19 quarters since.
Elevated Capital Advisors's SPDR Gold Trust position peaked at $2.52M in Q1 2022.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.