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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
Q2 		$846K Sell
2,296
-930
-29% -$385K 0.18% 93
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $60.8B AUM 26.63% 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

Investment Advisory Group's GLD Position: Q2 2026 in Review

Investment Advisory Group reduced its SPDR Gold Trust (GLD) stake by 29% in Q2 2026, selling an estimated $385K and leaving 2,296 shares worth $846K. The position accounts for 0.18% of the portfolio, ranked #93.

Investment Advisory Group first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Investment Advisory Group held 2,296 shares of SPDR Gold Trust worth $846K as of Q2 2026.
  • Investment Advisory Group sold 930 SPDR Gold Trust shares in Q2 2026, an estimated $385K.
  • SPDR Gold Trust made up 0.18% of Investment Advisory Group's portfolio in Q2 2026, its #93 holding.
  • Investment Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's SPDR Gold Trust position peaked at $1.39M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.