First Foundation Advisors’s SPDR Gold Trust GLD Stock Holding History

First Foundation 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	$1.46M	Sell	3,388 -176	-5%	-$78.8K	0.06%	156
2025 Q4	$1.41M	Buy	3,564 +275	+8%	+$105K	0.05%	151
2025 Q3	$1.17M	Buy	3,289 +140	+4%	+$44.6K	0.04%	171
2025 Q2	$960K	Sell	3,149 -1,479	-32%	-$448K	0.04%	194
2025 Q1	$1.33M	Sell	4,628 -465	-9%	-$123K	0.05%	151
2024 Q4	$1.23M	Buy	5,093 +200	+4%	+$49.1K	0.05%	159
2024 Q3	$1.19M	Sell	4,893 -1,153	-19%	-$264K	0.04%	159
2024 Q2	$1.3M	Buy	6,046 +62	+1%	+$13.4K	0.05%	147
2024 Q1	$1.23M	Buy	5,984 +243	+4%	+$46.6K	0.05%	158
2023 Q4	$1.1M	Buy	5,741 +145	+3%	+$26.6K	0.05%	167
2023 Q3	$959K	Sell	5,596 -2,014	-26%	-$360K	0.04%	177
2023 Q2	$1.36M	Buy	7,610 +1,526	+25%	+$280K	0.06%	160
2023 Q1	$1.11M	Sell	6,084 -1,790	-23%	-$315K	0.05%	167
2022 Q4	$1.34M	Sell	7,874 -2,197	-22%	-$354K	0.06%	160
2022 Q3	$1.56M	Sell	10,071 -17,549	-64%	-$2.82M	0.08%	138
2022 Q2	$4.65M	Buy	27,620 +145	+0.5%	+$25.3K	0.21%	77
2022 Q1	$4.96M	Buy	27,475 +1,040	+4%	+$182K	0.18%	81
2021 Q4	$4.52M	Sell	26,435 -459	-2%	-$77.1K	0.16%	84
2021 Q3	$4.42M	Buy	26,894 +2,756	+11%	+$461K	0.16%	83
2021 Q2	$4M	Sell	24,138 -979	-4%	-$166K	0.15%	90
2021 Q1	$4.02M	Buy	25,117 +6,038	+32%	+$1.01M	0.17%	84
2020 Q4	$3.4M	Sell	19,079 -555	-3%	-$97.7K	0.15%	92
2020 Q3	$3.48M	Buy	19,634 +1,696	+9%	+$305K	0.16%	80
2020 Q2	$3M	Buy	17,938 +1,071	+6%	+$173K	0.15%	82
2020 Q1	$2.5M	Sell	16,867 -50,959	-75%	-$7.59M	0.15%	94
2019 Q4	$9.69M	Buy	67,826 +64,065	+1,703%	+$8.95M	0.48%	50
2019 Q3	$522K	Buy	3,761 +1,576	+72%	+$219K	0.03%	220
2019 Q2	$291K	Buy	2,185 +200	+10%	+$24.7K	0.02%	283
2019 Q1	$242K	Hold	1,985	–	–	0.01%	293
2018 Q4	$241K	Hold	1,985	–	–	0.02%	338
2018 Q3	$224K	Sell	1,985 -869	-30%	-$99.7K	0.01%	319
2018 Q2	$339K	Buy	2,854 +494	+21%	+$61.2K	0.02%	253
2018 Q1	$297K	Sell	2,360 -502	-18%	-$63.3K	0.02%	265
2017 Q4	$354K	Sell	2,862 -3,034	-51%	-$368K	0.02%	255
2017 Q3	$717K	Buy	5,896 +166	+3%	+$20.2K	0.04%	167
2017 Q2	$676K	Hold	5,730	–	–	0.04%	180
2017 Q1	$680K	Hold	5,730	–	–	0.04%	179
2016 Q4	$628K	Buy	5,730 +1,394	+32%	+$162K	0.04%	174
2016 Q3	$545K	Buy	4,336 +33	+0.8%	+$4.2K	0.04%	188
2016 Q2	$544K	Sell	4,303 -500	-10%	-$60.2K	0.04%	183
2016 Q1	$565K	Sell	4,803 -370	-7%	-$41.9K	0.04%	166
2015 Q4	$525K	Buy	5,173 +570	+12%	+$60.3K	0.04%	175
2015 Q3	$492K	Hold	4,603	–	–	0.04%	148
2015 Q2	$517K	Sell	4,603 -1,371	-23%	-$157K	0.04%	149
2015 Q1	$679K	Buy	5,974 +700	+13%	+$81.9K	0.06%	129
2014 Q4	$599K	Sell	5,274 -6,348	-55%	-$733K	0.05%	132
2014 Q3	$1.35M	Buy	11,622 +1,043	+10%	+$129K	0.13%	74
2014 Q2	$1.35M	Buy	10,579 +4,105	+63%	+$510K	0.15%	63
2014 Q1	$800K	Sell	6,474 -576	-8%	-$71.8K	0.1%	72
2013 Q4	$819K	Buy	7,050 +103	+1%	+$12.6K	0.11%	67
2013 Q3	$890K	Sell	6,947 -1,076	-13%	-$138K	0.14%	60
2013 Q2	$956K	Buy	+8,023	New	+$1.1M	0.19%	54

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

First Foundation Advisors's GLD Position: Q1 2026 in Review

First Foundation Advisors reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q1 2026, selling an estimated $78.8K and leaving 3,388 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #156.

First Foundation Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.69M in Q4 2019. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

First Foundation Advisors held 3,388 shares of SPDR Gold Trust worth $1.46M as of Q1 2026.
First Foundation Advisors sold 176 SPDR Gold Trust shares in Q1 2026, an estimated $78.8K.
SPDR Gold Trust made up 0.06% of First Foundation Advisors's portfolio in Q1 2026, its #156 holding.
First Foundation Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
First Foundation Advisors's SPDR Gold Trust position peaked at $9.69M in Q4 2019.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.