Insigneo Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Insigneo Advisory Services’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
2025 Q4	–	Sell	-3,400	Closed	-$222K	–	792
2025 Q3	$222K	Buy	+3,400	New	+$1.08M	0.02%	606

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

Insigneo Advisory Services's GLD Position: Q1 2026 in Review

Insigneo Advisory Services increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, buying an estimated $4.9M and bringing the position to 87,368 shares worth $37.6M. The position accounts for 2.67% of the portfolio, ranked #6.

Insigneo Advisory Services first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Insigneo Advisory Services held 87,368 shares of SPDR Gold Trust worth $37.6M as of Q1 2026.
Insigneo Advisory Services bought 10,933 SPDR Gold Trust shares in Q1 2026, an estimated $4.9M.
SPDR Gold Trust made up 2.67% of Insigneo Advisory Services's portfolio in Q1 2026, its #6 holding.
Insigneo Advisory Services first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.