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	$1.54K	Buy	+100	New	+$41.4K	﹤0.01%	1050
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 $1.55T 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

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.