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Herold Advisors’s SPDR Gold Trust GLD Stock Holding History

Herold 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 		$2.7M Hold
6,284
– – 0.59% 48
2025
Q4 		$2.49M Buy
6,284
+300
+5% +$115K 0.56% 48
2025
Q3 		$2.13M Buy
5,984
+269
+5% +$85.7K 0.49% 58
2025
Q2 		$1.74M Sell
5,715
-899
-14% -$272K 0.37% 77
2025
Q1 		$1.91M Sell
6,614
-50
-0.8% -$13.2K 0.42% 70
2024
Q4 		$1.61M Sell
6,664
-321
-5% -$78.9K 0.35% 78
2024
Q3 		$1.7M Buy
6,985
+1,030
+17% +$236K 0.37% 76
2024
Q2 		$1.28M Hold
5,955
– – 0.3% 92
2024
Q1 		$1.23M Hold
5,955
– – 0.3% 99
2023
Q4 		$1.14M Hold
5,955
– – 0.31% 93
2023
Q3 		$1.02M Hold
5,955
– – 0.31% 95
2023
Q2 		$1.06M Sell
5,955
-125
-2% -$23K 0.33% 91
2023
Q1 		$1.11M Buy
6,080
+875
+17% +$154K 0.39% 80
2022
Q4 		$883K Buy
5,205
+1,300
+33% +$209K 0.37% 85
2022
Q3 		$603K Buy
3,905
+350
+10% +$56.3K 0.29% 96
2022
Q2 		$598K Buy
3,555
+118
+3% +$20.6K 0.27% 106
2022
Q1 		$621K Buy
3,437
+125
+4% +$21.9K 0.22% 111
2021
Q4 		$566K Sell
3,312
-450
-12% -$75.5K 0.22% 116
2021
Q3 		$617K Buy
+3,762
New +$630K 0.24% 110

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

Herold Advisors's GLD Position: Q1 2026 in Review

Herold Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 6,284 shares worth $2.7M. The position accounts for 0.59% of the portfolio, ranked #48.

Herold Advisors first reported a position in GLD in Q3 2021 and has held it in 19 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Herold Advisors held 6,284 shares of SPDR Gold Trust worth $2.7M as of Q1 2026.
  • Herold Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.59% of Herold Advisors's portfolio in Q1 2026, its #48 holding.
  • Herold Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.