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
2023 Q1	–	Sell	-1,000	Closed	-$7.25K	–	726
2022 Q4	$7.25K	Buy	+1,000	New	+$161K	﹤0.01%	688
2022 Q1	–	Sell	-1,500	Closed	-$14K	–	605
2021 Q4	$14K	Buy	+1,500	New	+$252K	﹤0.01%	588
2021 Q1	–	Sell	-1,500	Closed	-$24K	–	515
2020 Q4	$24K	Hold	1,500	–	–	﹤0.01%	464
2020 Q3	$27K	Buy	+1,500	New	+$270K	﹤0.01%	422
2020 Q2	–	Sell	-1,500	Closed	-$18K	–	424
2020 Q1	$18K	Buy	1,500 +500	+50%	+$74.4K	﹤0.01%	308
2019 Q4	$2K	Buy	+1,000	New	+$140K	﹤0.01%	359

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.