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Foundations Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Foundations Investment 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 		$86.2M Sell
200,352
-59,098
-23% -$26.5M 1.07% 20
2025
Q4 		$103M Sell
259,450
-32,061
-11% -$12.2M 1.35% 15
2025
Q3 		$104M Buy
291,511
+54,648
+23% +$17.4M 1.51% 12
2025
Q2 		$72.2M Sell
236,863
-33,821
-12% -$10.2M 1.14% 19
2025
Q1 		$78M Sell
270,684
-2,128
-0.8% -$563K 1.44% 12
2024
Q4 		$66.1M Buy
272,812
+14,691
+6% +$3.61M 1.27% 18
2024
Q3 		$62.7M Buy
258,121
+32,159
+14% +$7.36M 1.32% 18
2024
Q2 		$48.6M Sell
225,962
-9,101
-4% -$1.97M 1.18% 20
2024
Q1 		$43.2M Buy
235,063
+47,011
+25% +$9.02M 1.13% 21
2023
Q4 		$35.8M Sell
188,052
-56,755
-23% -$10.4M 0.96% 25
2023
Q3 		$42M Buy
244,807
+4,290
+2% +$767K 1.29% 18
2023
Q2 		$42.9M Sell
240,517
-4,442
-2% -$816K 1.42% 17
2023
Q1 		$44.9M Buy
244,959
+38,691
+19% +$6.81M 1.6% 12
2022
Q4 		$35M Buy
206,268
+8,949
+5% +$1.44M 1.39% 12
2022
Q3 		$30.5M Buy
197,319
+16,237
+9% +$2.61M 1.33% 11
2022
Q2 		$29.4M Buy
181,082
+33,507
+23% +$5.85M 1.23% 11
2022
Q1 		$27.2M Buy
147,575
+103,976
+238% +$18.2M 1.05% 11
2021
Q4 		$7.44M Buy
43,599
+41,972
+2,580% +$7.05M 0.28% 28
2021
Q3 		$268K Sell
1,627
-663
-29% -$111K 0.01% 270
2021
Q2 		$387K Buy
2,290
+829
+57% +$141K 0.02% 201
2021
Q1 		$238K Buy
1,461
+239
+20% +$40.2K 0.01% 196
2020
Q4 		$212K Sell
1,222
-6,227
-84% -$1.1M 0.01% 178
2020
Q3 		$1.33M Buy
+7,449
New +$1.34M 0.29% 53
2020
Q2 		– Sell
-757,258
Closed -$113M – 167
2020
Q1 		$113M Buy
757,258
+737,837
+3,799% +$110M 13.11% 4
2019
Q4 		$2.86M Sell
19,421
-289,483
-94% -$40.5M 0.35% 25
2019
Q3 		$43.8M Buy
308,904
+304,917
+7,648% +$42.4M 5.75% 8
2019
Q2 		$533K Sell
3,987
-326,465
-99% -$40.3M 0.08% 80
2019
Q1 		$40.3M Buy
330,452
+214,316
+185% +$26.4M 7% 6
2018
Q4 		$14.4M Buy
116,136
+77,421
+200% +$9M 3.05% 11
2018
Q3 		$4.37M Buy
38,715
+4,183
+12% +$480K 1.06% 21
2018
Q2 		$4.1M Buy
+34,532
New +$4.28M 1.09% 23

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

Foundations Investment Advisors's GLD Position: Q1 2026 in Review

Foundations Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 23% in Q1 2026, selling an estimated $26.5M and leaving 200,352 shares worth $86.2M. The position accounts for 1.07% of the portfolio, ranked #20.

Foundations Investment Advisors first reported a position in GLD in Q2 2018 and has held it in 31 quarters since. The position peaked at $113M in Q1 2020. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Foundations Investment Advisors held 200,352 shares of SPDR Gold Trust worth $86.2M as of Q1 2026.
  • Foundations Investment Advisors sold 59,098 SPDR Gold Trust shares in Q1 2026, an estimated $26.5M.
  • SPDR Gold Trust made up 1.07% of Foundations Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Foundations Investment Advisors first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 31 quarters since.
  • Foundations Investment Advisors's SPDR Gold Trust position peaked at $113M in Q1 2020.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.