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Evolution Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Evolution Wealth 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 		$30.2M Buy
70,286
+8,959
+15% +$4.01M 3.08% 6
2025
Q4 		$24.3M Buy
61,327
+718
+1% +$274K 2.45% 7
2025
Q3 		$21.5M Buy
60,609
+2,031
+3% +$647K 2.89% 7
2025
Q2 		$17.9M Sell
58,578
-9,024
-13% -$2.73M 2.61% 7
2025
Q1 		$19.5M Buy
67,602
+10,062
+17% +$2.66M 3.25% 6
2024
Q4 		$13.9M Sell
57,540
-10,307
-15% -$2.53M 2.33% 7
2024
Q3 		$16.5M Sell
67,847
-1,153
-2% -$264K 2.96% 6
2024
Q2 		$14.8M Sell
69,000
-6,587
-9% -$1.42M 2.89% 7
2024
Q1 		$15.5M Sell
75,587
-8,890
-11% -$1.71M 2.98% 6
2023
Q4 		$16.1M Sell
84,477
-2,587
-3% -$474K 3.25% 5
2023
Q3 		$14.9M Buy
87,064
+1,885
+2% +$337K 3.33% 5
2023
Q2 		$15.2M Buy
85,179
+235
+0.3% +$43.2K 3.35% 7
2023
Q1 		$15.6M Buy
84,944
+685
+0.8% +$121K 3.74% 7
2022
Q4 		$14.3M Sell
84,259
-490
-0.6% -$78.9K 3.6% 7
2022
Q3 		$13.1M Buy
84,749
+1,517
+2% +$244K 3.59% 8
2022
Q2 		$14M Buy
83,232
+2,355
+3% +$411K 3.55% 8
2022
Q1 		$14.6M Buy
80,877
+2,347
+3% +$412K 3% 9
2021
Q4 		$13.4K Sell
78,530
-441
-0.6% -$74K 2.03% 15
2021
Q3 		$13M Buy
78,971
+3,567
+5% +$597K 2.78% 12
2021
Q2 		$12.5M Sell
75,404
-1,770
-2% -$301K 2.54% 12
2021
Q1 		$12.3M Sell
77,174
-38,662
-33% -$6.5M 2.76% 8
2020
Q4 		$20.7M Buy
115,836
+3,434
+3% +$605K 4.66% 5
2020
Q3 		$19.9M Sell
112,402
-4,721
-4% -$848K 5.44% 4
2020
Q2 		$19.6M Sell
117,123
-7,855
-6% -$1.27M 6.43% 3
2020
Q1 		$18.5M Buy
124,978
+19,163
+18% +$2.85M 7.47% 2
2019
Q4 		$15.1M Buy
105,815
+34,888
+49% +$4.88M 3.79% 6
2019
Q3 		$9.85M Buy
+70,927
New +$9.86M 4.7% 4
2019
Q2 		– Sell
-73,006
Closed -$8.91M – 473
2019
Q1 		$8.91M Buy
73,006
+20,725
+40% +$2.55M 4.1% 7
2018
Q4 		$6.34M Buy
+52,281
New +$6.07M 2.89% 12

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Advisors's GLD Position: Q1 2026 in Review

Evolution Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, buying an estimated $4.01M and bringing the position to 70,286 shares worth $30.2M. The position accounts for 3.08% of the portfolio, ranked #6.

Evolution Wealth Advisors first reported a position in GLD in Q4 2018 and has held it in 29 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Evolution Wealth Advisors held 70,286 shares of SPDR Gold Trust worth $30.2M as of Q1 2026.
  • Evolution Wealth Advisors bought 8,959 SPDR Gold Trust shares in Q1 2026, an estimated $4.01M.
  • SPDR Gold Trust made up 3.08% of Evolution Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Evolution Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 29 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.