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 Q2	$15.8M	Buy	42,933 +163	+0.4%	+$67.5K	0.5%	46
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 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

Gladstone Institutional Advisory's GLD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its SPDR Gold Trust (GLD) stake by 0.38% in Q2 2026, buying an estimated $67.5K and bringing the position to 42,933 shares worth $15.8M. The position accounts for 0.5% of the portfolio, ranked #46.

Gladstone Institutional Advisory first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.4M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Gladstone Institutional Advisory held 42,933 shares of SPDR Gold Trust worth $15.8M as of Q2 2026.
Gladstone Institutional Advisory bought 163 SPDR Gold Trust shares in Q2 2026, an estimated $67.5K.
SPDR Gold Trust made up 0.5% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #46 holding.
Gladstone Institutional Advisory first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's SPDR Gold Trust position peaked at $18.4M in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.