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GM Advisory Group’s SPDR Gold Trust GLD Stock Holding History

GM Advisory Group’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 		$2.06M Sell
4,796
-56
-1% -$25.1K 0.08% 108
2025
Q4 		$1.92M Buy
4,852
+303
+7% +$116K 0.08% 110
2025
Q3 		$1.62M Buy
4,549
+23
+0.5% +$7.33K 0.07% 116
2025
Q2 		$1.38M Sell
4,526
-422
-9% -$128K 0.07% 120
2025
Q1 		$1.43M Buy
4,948
+101
+2% +$26.7K 0.08% 107
2024
Q4 		$1.17M Buy
4,847
+353
+8% +$86.7K 0.07% 110
2024
Q3 		$1.09M Sell
4,494
-67
-1% -$15.3K 0.07% 111
2024
Q2 		$981K Buy
4,561
+83
+2% +$18K 0.06% 115
2024
Q1 		$921K Sell
4,478
-66
-1% -$12.7K 0.06% 116
2023
Q4 		$869K Hold
4,544
– – 0.07% 103
2023
Q3 		$779K Hold
4,544
– – 0.06% 93
2023
Q2 		$810K Buy
4,544
+40
+0.9% +$7.35K 0.07% 93
2023
Q1 		$825K Hold
4,504
– – 0.08% 90
2022
Q4 		$764K Sell
4,504
-1,059
-19% -$171K 0.08% 84
2022
Q3 		$860K Sell
5,563
-10,195
-65% -$1.64M 0.11% 72
2022
Q2 		$2.65M Sell
15,758
-1,333
-8% -$233K 0.41% 40
2022
Q1 		$3.09M Buy
17,091
+96
+0.6% +$16.8K 0.37% 45
2021
Q4 		$2.9M Sell
16,995
-3
-0% -$504 0.26% 55
2021
Q3 		$2.79M Hold
16,998
– – 0.28% 53
2021
Q2 		$2.81M Sell
16,998
-925
-5% -$157K 0.29% 53
2021
Q1 		$2.87M Sell
17,923
-225
-1% -$37.8K 0.34% 47
2020
Q4 		$3.24M Sell
18,148
-2,766
-13% -$487K 0.43% 37
2020
Q3 		$3.7M Sell
20,914
-90,587
-81% -$16.3M 0.57% 31
2020
Q2 		$18.7M Sell
111,501
-3,697
-3% -$596K 3.45% 9
2020
Q1 		$17.1M Sell
115,198
-8,080
-7% -$1.2M 4.64% 7
2019
Q4 		$17.6M Buy
123,278
+3,286
+3% +$459K 5.45% 8
2019
Q3 		$16.7M Buy
119,992
+3,523
+3% +$490K 5.18% 7
2019
Q2 		$15.5M Buy
116,469
+8,497
+8% +$1.05M 4.87% 6
2019
Q1 		$13.2M Buy
107,972
+3,077
+3% +$379K 4.33% 7
2018
Q4 		$12.7M Sell
104,895
-4,427
-4% -$514K 4.73% 5
2018
Q3 		$12.3M Buy
109,322
+1,435
+1% +$165K 3.86% 8
2018
Q2 		$12.8M Buy
107,887
+34,037
+46% +$4.21M 3.8% 9
2018
Q1 		$9.29M Buy
73,850
+62,740
+565% +$7.91M 2.8% 12
2017
Q4 		$1.37M Hold
11,110
– – 0.37% 41
2017
Q3 		$1.35M Sell
11,110
-316
-3% -$38.4K 0.41% 38
2017
Q2 		$1.35M Sell
11,426
-741
-6% -$88.7K 0.42% 39
2017
Q1 		$1.44M Sell
12,167
-161,884
-93% -$18.8M 0.49% 32
2016
Q4 		$19.1M Sell
174,051
-4,782
-3% -$555K 6.66% 2
2016
Q3 		$22.5M Buy
178,833
+5,562
+3% +$708K 8.35% 2
2016
Q2 		$21.9M Buy
+173,271
New +$20.9M 8.23% 2
2016
Q1 		– Sell
-11,312
Closed -$1.15M – 50
2015
Q4 		$1.15M Buy
+11,312
New +$1.2M 0.58% 24
2015
Q2 		– Sell
-141,102
Closed -$16M – 40
2015
Q1 		$16M Buy
141,102
+133,420
+1,737% +$15.6M 6.49% 8
2014
Q4 		$873K Buy
7,682
+650
+9% +$75K 0.47% 23
2014
Q3 		$817K Hold
7,032
– – 0.61% 22
2014
Q2 		$900K Sell
7,032
-800
-10% -$99.4K 0.78% 19
2014
Q1 		$989K Buy
7,832
+800
+11% +$99.7K 0.77% 19
2013
Q4 		$817K Buy
+7,032
New +$864K 0.84% 17

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

GM Advisory Group's GLD Position: Q1 2026 in Review

GM Advisory Group reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q1 2026, selling an estimated $25.1K and leaving 4,796 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #108.

GM Advisory Group first reported a position in GLD in Q4 2013 and has held it in 47 quarters since. The position peaked at $22.5M in Q3 2016. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • GM Advisory Group held 4,796 shares of SPDR Gold Trust worth $2.06M as of Q1 2026.
  • GM Advisory Group sold 56 SPDR Gold Trust shares in Q1 2026, an estimated $25.1K.
  • SPDR Gold Trust made up 0.08% of GM Advisory Group's portfolio in Q1 2026, its #108 holding.
  • GM Advisory Group first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 47 quarters since.
  • GM Advisory Group's SPDR Gold Trust position peaked at $22.5M in Q3 2016.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.