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Great Valley Advisor Group’s SPDR Gold Trust GLD Stock Holding History

Great Valley Advisor 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
Q2 		$7.06K Buy
+3,600
New +$1.49M ﹤0.01% 1045
2021
Q1 		– Sell
-300
Closed -$4K – 514
2020
Q4 		$4K Hold
300
– – ﹤0.01% 474
2020
Q3 		$5K Buy
+300
New +$53.9K ﹤0.01% 434

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Great Valley Advisor Group's GLD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, selling an estimated $575K and leaving 30,829 shares worth $11.4M. The position accounts for 0.18% of the portfolio, ranked #122.

Great Valley Advisor Group first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.9M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Great Valley Advisor Group held 30,829 shares of SPDR Gold Trust worth $11.4M as of Q2 2026.
  • Great Valley Advisor Group sold 1,388 SPDR Gold Trust shares in Q2 2026, an estimated $575K.
  • SPDR Gold Trust made up 0.18% of Great Valley Advisor Group's portfolio in Q2 2026, its #122 holding.
  • Great Valley Advisor Group first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's SPDR Gold Trust position peaked at $13.9M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.