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Innovative Asset Advisors Group’s SPDR Gold Trust GLD Stock Holding History

Innovative Asset Advisors 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 		$2.36M Sell
6,419
-601
-9% -$249K 1.03% 18
2026
Q1 		$3.02M Buy
+7,020
New +$3.14M 1.74% 7

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Asset Advisors Group's GLD Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its SPDR Gold Trust (GLD) stake by 8.6% in Q2 2026, selling an estimated $249K and leaving 6,419 shares worth $2.36M. The position accounts for 1.03% of the portfolio, ranked #18.

Innovative Asset Advisors Group first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.02M in Q1 2026. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Innovative Asset Advisors Group held 6,419 shares of SPDR Gold Trust worth $2.36M as of Q2 2026.
  • Innovative Asset Advisors Group sold 601 SPDR Gold Trust shares in Q2 2026, an estimated $249K.
  • SPDR Gold Trust made up 1.03% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #18 holding.
  • Innovative Asset Advisors Group first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's SPDR Gold Trust position peaked at $3.02M in Q1 2026.
  • 2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.