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 Q2	$70.7K	Sell	192 -3	-2%	-$1.24K	0.02%	311
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 $1.55T 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

Elevated Capital Advisors's GLD Position: Q2 2026 in Review

Elevated Capital Advisors reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, selling an estimated $1.24K and leaving 192 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #311.

Elevated Capital Advisors first reported a position in GLD in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.52M in Q1 2022. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Elevated Capital Advisors held 192 shares of SPDR Gold Trust worth $70.7K as of Q2 2026.
Elevated Capital Advisors sold 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
SPDR Gold Trust made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #311 holding.
Elevated Capital Advisors first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 20 quarters since.
Elevated Capital Advisors's SPDR Gold Trust position peaked at $2.52M in Q1 2022.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.