Latitude Advisors’s SPDR Gold Trust GLD Stock Holding History

Latitude Advisors’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	$5.29M	Sell	12,285 -1,199	-9%	-$537K	2.42%	4
2025 Q4	$5.34M	Sell	13,484 -1,036	-7%	-$396K	2.35%	5
2025 Q3	$5.16M	Sell	14,520 -3,221	-18%	-$1.03M	2.36%	5
2025 Q2	$5.41M	Sell	17,741 -1,564	-8%	-$474K	2.72%	5
2025 Q1	$5.56M	Buy	19,305 +3,721	+24%	+$984K	3.23%	4
2024 Q4	$3.77M	Buy	15,584 +1,228	+9%	+$302K	2.13%	7
2024 Q3	$3.49M	Buy	14,356 +531	+4%	+$122K	1.97%	7
2024 Q2	$2.97M	Sell	13,825 -1,164	-8%	-$252K	1.82%	8
2024 Q1	$3.08M	Buy	14,989 +4,188	+39%	+$804K	1.93%	10
2023 Q4	$2.06M	Sell	10,801 -717	-6%	-$131K	1.45%	11
2023 Q3	$1.97M	Buy	11,518 +48	+0.4%	+$8.58K	1.41%	13
2023 Q2	$2.04M	Buy	11,470 +8,988	+362%	+$1.65M	1.42%	13
2023 Q1	$455K	Sell	2,482 -382	-13%	-$67.2K	0.33%	79
2022 Q4	$486K	Sell	2,864 -14,430	-83%	-$2.32M	0.36%	62
2022 Q3	$2.67M	Buy	17,294 +4,041	+30%	+$650K	2.21%	11
2022 Q2	$2.23M	Sell	13,253 -62,385	-82%	-$10.9M	2.05%	11
2022 Q1	$13.7M	Buy	75,638 +73,944	+4,365%	+$13M	3.08%	5
2021 Q4	$290K	Sell	1,694 -60	-3%	-$10.1K	0.08%	230
2021 Q3	$288K	Buy	+1,754	New	+$294K	0.09%	217

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

Latitude Advisors's GLD Position: Q1 2026 in Review

Latitude Advisors reduced its SPDR Gold Trust (GLD) stake by 8.9% in Q1 2026, selling an estimated $537K and leaving 12,285 shares worth $5.29M. The position accounts for 2.42% of the portfolio, ranked #4.

Latitude Advisors first reported a position in GLD in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.7M in Q1 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Latitude Advisors held 12,285 shares of SPDR Gold Trust worth $5.29M as of Q1 2026.
Latitude Advisors sold 1,199 SPDR Gold Trust shares in Q1 2026, an estimated $537K.
SPDR Gold Trust made up 2.42% of Latitude Advisors's portfolio in Q1 2026, its #4 holding.
Latitude Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 19 quarters since.
Latitude Advisors's SPDR Gold Trust position peaked at $13.7M in Q1 2022.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.