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INVST’s SPDR Gold Trust GLD Stock Holding History

INVST’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 		$1.66M Buy
3,866
+842
+28% +$377K 0.19% 95
2025
Q4 		$1.2M Buy
3,024
+112
+4% +$42.8K 0.13% 132
2025
Q3 		$1.04M Buy
2,912
+54
+2% +$17.2K 0.12% 144
2025
Q2 		$871K Sell
2,858
-28
-1% -$8.48K 0.11% 155
2025
Q1 		$832K Buy
2,886
+1,082
+60% +$286K 0.11% 141
2024
Q4 		$437K Sell
1,804
-32
-2% -$7.86K 0.05% 179
2024
Q3 		$446K Sell
1,836
-195
-10% -$44.7K 0.05% 184
2024
Q2 		$438K Sell
2,031
-47
-2% -$10.2K 0.05% 184
2024
Q1 		$432K Sell
2,078
-4
-0.2% -$768 0.05% 161
2023
Q4 		$393K Buy
2,082
+32
+2% +$5.87K 0.05% 163
2023
Q3 		$351K Buy
+2,050
New +$367K 0.05% 158

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

INVST's GLD Position: Q1 2026 in Review

INVST increased its SPDR Gold Trust (GLD) stake by 28% in Q1 2026, buying an estimated $377K and bringing the position to 3,866 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #95.

INVST first reported a position in GLD in Q3 2023 and has held it in 11 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • INVST held 3,866 shares of SPDR Gold Trust worth $1.66M as of Q1 2026.
  • INVST bought 842 SPDR Gold Trust shares in Q1 2026, an estimated $377K.
  • SPDR Gold Trust made up 0.19% of INVST's portfolio in Q1 2026, its #95 holding.
  • INVST first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 11 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.