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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
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 $1.37T 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

Great Valley Advisor Group's GLD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its SPDR Gold Trust (GLD) stake by 5.1% in Q1 2026, selling an estimated $776K and leaving 32,217 shares worth $13.9M. The position accounts for 0.25% of the portfolio, ranked #94.

Great Valley Advisor Group 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.

  • Great Valley Advisor Group held 32,217 shares of SPDR Gold Trust worth $13.9M as of Q1 2026.
  • Great Valley Advisor Group sold 1,732 SPDR Gold Trust shares in Q1 2026, an estimated $776K.
  • SPDR Gold Trust made up 0.25% of Great Valley Advisor Group's portfolio in Q1 2026, its #94 holding.
  • Great Valley Advisor Group 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 Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.