Investment Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Investment Advisory 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 Q1	$1.39M	Buy	3,226 +40	+1%	+$17.9K	0.35%	67
2025 Q4	$1.26M	Sell	3,186 -35	-1%	-$13.4K	0.32%	66
2025 Q3	$1.14M	Buy	3,221 +90	+3%	+$28.7K	0.31%	64
2025 Q2	$954K	Buy	3,131 +5	+0.2%	+$1.51K	0.29%	67
2025 Q1	$901K	Buy	3,126 +100	+3%	+$26.4K	0.3%	70
2024 Q4	$733K	Buy	3,026 +155	+5%	+$38.1K	0.25%	78
2024 Q3	$698K	Hold	2,871	–	–	0.24%	80
2024 Q2	$617K	Hold	2,871	–	–	0.24%	79
2024 Q1	$591K	Hold	2,871	–	–	0.24%	76
2023 Q4	$549K	Sell	2,871 -75	-3%	-$13.7K	0.25%	77
2023 Q3	$505K	Sell	2,946 -14	-0.5%	-$2.5K	0.26%	75
2023 Q2	$528K	Sell	2,960 -13	-0.4%	-$2.39K	0.27%	71
2023 Q1	$545K	Hold	2,973	–	–	0.31%	69
2022 Q4	$504K	Sell	2,973 -14	-0.5%	-$2.25K	0.31%	69
2022 Q3	$462K	Hold	2,987	–	–	0.32%	64
2022 Q2	$503K	Sell	2,987 -65	-2%	-$11.4K	0.34%	60
2022 Q1	$554K	Buy	3,052 +40	+1%	+$7.02K	0.34%	62
2021 Q4	$514K	Buy	+3,012	New	+$506K	0.33%	64

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

Investment Advisory Group's GLD Position: Q1 2026 in Review

Investment Advisory Group increased its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2026, buying an estimated $17.9K and bringing the position to 3,226 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #67.

Investment Advisory Group first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Investment Advisory Group held 3,226 shares of SPDR Gold Trust worth $1.39M as of Q1 2026.
Investment Advisory Group bought 40 SPDR Gold Trust shares in Q1 2026, an estimated $17.9K.
SPDR Gold Trust made up 0.35% of Investment Advisory Group's portfolio in Q1 2026, its #67 holding.
Investment Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.