Helium Advisors’s SPDR Gold Trust GLD Stock Holding History

Helium Advisors’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	$3M	Buy	6,967 +2,226	+47%	+$997K	2.85%	9
2025 Q4	$1.88M	Sell	4,741 -2,388	-33%	-$912K	1.9%	15
2025 Q3	$2.53M	Sell	7,129 -4,520	-39%	-$1.44M	2.12%	11
2025 Q2	$3.55M	Buy	11,649 +708	+6%	+$214K	2.25%	10
2025 Q1	$3.15M	Buy	10,941 +946	+9%	+$250K	2.29%	10
2024 Q4	$2.42M	Buy	+9,995	New	+$2.46M	1.92%	13

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

Helium Advisors's GLD Position: Q1 2026 in Review

Helium Advisors increased its SPDR Gold Trust (GLD) stake by 47% in Q1 2026, buying an estimated $997K and bringing the position to 6,967 shares worth $3M. The position accounts for 2.85% of the portfolio, ranked #9.

Helium Advisors first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.55M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Helium Advisors held 6,967 shares of SPDR Gold Trust worth $3M as of Q1 2026.
Helium Advisors bought 2,226 SPDR Gold Trust shares in Q1 2026, an estimated $997K.
SPDR Gold Trust made up 2.85% of Helium Advisors's portfolio in Q1 2026, its #9 holding.
Helium Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's SPDR Gold Trust position peaked at $3.55M in Q2 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.