Hyperion Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Hyperion Capital 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	$855K	Sell	1,988 -750	-27%	-$336K	0.41%	26
2025 Q4	$1.09M	Hold	2,738	–	–	0.53%	22
2025 Q3	$973K	Hold	2,738	–	–	0.52%	25
2025 Q2	$835K	Hold	2,738	–	–	0.52%	25
2025 Q1	$789K	Hold	2,738	–	–	0.43%	30
2024 Q4	$663K	Sell	2,738 -750	-22%	-$184K	0.34%	33
2024 Q3	$848K	Hold	3,488	–	–	0.4%	26
2024 Q2	$750K	Hold	3,488	–	–	0.35%	28
2024 Q1	$718K	Hold	3,488	–	–	0.34%	30
2023 Q4	$667K	Hold	3,488	–	–	0.36%	29
2023 Q3	$598K	Hold	3,488	–	–	0.33%	32
2023 Q2	$622K	Hold	3,488	–	–	0.34%	33
2023 Q1	$639K	Buy	3,488 +360	+12%	+$63.3K	0.31%	33
2022 Q4	$531K	Hold	3,128	–	–	0.26%	33
2022 Q3	$484K	Hold	3,128	–	–	0.24%	38
2022 Q2	$527K	Hold	3,128	–	–	0.25%	39
2022 Q1	$565K	Hold	3,128	–	–	0.21%	37
2021 Q4	$535K	Hold	3,128	–	–	0.12%	37
2021 Q3	$514K	Hold	3,128	–	–	0.14%	36
2021 Q2	$518K	Hold	3,128	–	–	0.15%	34
2021 Q1	$500K	Hold	3,128	–	–	0.16%	33
2020 Q4	$558K	Buy	3,128 +800	+34%	+$141K	0.22%	32
2020 Q3	$412K	Hold	2,328	–	–	0.2%	32
2020 Q2	$390K	Hold	2,328	–	–	0.23%	30
2020 Q1	$345K	Hold	2,328	–	–	0.24%	34
2019 Q4	$333K	Buy	+2,328	New	+$325K	0.18%	31

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

Hyperion Capital Advisors's GLD Position: Q1 2026 in Review

Hyperion Capital Advisors reduced its SPDR Gold Trust (GLD) stake by 27% in Q1 2026, selling an estimated $336K and leaving 1,988 shares worth $855K. The position accounts for 0.41% of the portfolio, ranked #26.

Hyperion Capital Advisors first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Hyperion Capital Advisors held 1,988 shares of SPDR Gold Trust worth $855K as of Q1 2026.
Hyperion Capital Advisors sold 750 SPDR Gold Trust shares in Q1 2026, an estimated $336K.
SPDR Gold Trust made up 0.41% of Hyperion Capital Advisors's portfolio in Q1 2026, its #26 holding.
Hyperion Capital Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
Hyperion Capital Advisors's SPDR Gold Trust position peaked at $1.09M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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