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Gladstone Institutional Advisory’s SPDR Gold Trust GLD Stock Holding History

Gladstone Institutional Advisory’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 		$18.4M Sell
42,770
-2,951
-6% -$1.32M 0.68% 32
2025
Q4 		$18.1M Buy
45,721
+4,172
+10% +$1.59M 0.68% 31
2025
Q3 		$14.8M Buy
41,549
+1,898
+5% +$605K 0.57% 37
2025
Q2 		$12.1M Sell
39,651
-1,353
-3% -$410K 0.5% 42
2025
Q1 		$11.8M Buy
41,004
+4,620
+13% +$1.22M 0.55% 38
2024
Q4 		$8.81M Buy
36,384
+5,185
+17% +$1.27M 0.41% 53
2024
Q3 		$7.58M Buy
31,199
+5,374
+21% +$1.23M 0.37% 66
2024
Q2 		$5.55M Sell
25,825
-675
-3% -$146K 0.29% 87
2024
Q1 		$5.45M Sell
26,500
-3,523
-12% -$676K 0.3% 86
2023
Q4 		$5.74M Buy
30,023
+4,035
+16% +$740K 0.32% 78
2023
Q3 		$4.46M Sell
25,988
-10,055
-28% -$1.8M 0.29% 87
2023
Q2 		$6.43M Sell
36,043
-2,779
-7% -$511K 0.39% 60
2023
Q1 		$7.11M Buy
38,822
+9,933
+34% +$1.75M 0.46% 45
2022
Q4 		$4.9M Buy
28,889
+5,494
+23% +$885K 0.35% 75
2022
Q3 		$3.62M Sell
23,395
-16,872
-42% -$2.71M 0.28% 90
2022
Q2 		$6.78M Buy
40,267
+6,321
+19% +$1.1M 0.54% 35
2022
Q1 		$6.13M Buy
33,946
+13,494
+66% +$2.37M 0.41% 54
2021
Q4 		$3.5M Sell
20,452
-203
-1% -$34.1K 0.27% 106
2021
Q3 		$3.39M Buy
20,655
+78
+0.4% +$13.1K 0.33% 80
2021
Q2 		$3.41M Buy
20,577
+5,191
+34% +$882K 0.4% 63
2021
Q1 		$2.46M Sell
15,386
-1,159
-7% -$195K 0.38% 66
2020
Q4 		$2.95M Buy
16,545
+85
+0.5% +$15K 0.59% 42
2020
Q3 		$2.92M Buy
16,460
+3,081
+23% +$554K 0.7% 33
2020
Q2 		$2.24M Buy
13,379
+155
+1% +$25K 0.57% 41
2020
Q1 		$1.96M Buy
13,224
+1,633
+14% +$243K 0.51% 46
2019
Q4 		$1.66M Sell
11,591
-1,795
-13% -$251K 0.41% 56
2019
Q3 		$1.86M Buy
13,386
+6,456
+93% +$898K 0.47% 50
2019
Q2 		$923K Buy
6,930
+1,414
+26% +$175K 0.28% 75
2019
Q1 		$673K Buy
5,516
+400
+8% +$49.3K 0.25% 90
2018
Q4 		$620K Buy
+5,116
New +$594K 0.36% 69

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

Gladstone Institutional Advisory's GLD Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its SPDR Gold Trust (GLD) stake by 6.5% in Q1 2026, selling an estimated $1.32M and leaving 42,770 shares worth $18.4M. The position accounts for 0.68% of the portfolio, ranked #32.

Gladstone Institutional Advisory first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Gladstone Institutional Advisory held 42,770 shares of SPDR Gold Trust worth $18.4M as of Q1 2026.
  • Gladstone Institutional Advisory sold 2,951 SPDR Gold Trust shares in Q1 2026, an estimated $1.32M.
  • SPDR Gold Trust made up 0.68% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #32 holding.
  • Gladstone Institutional Advisory first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.