Lido Advisors’s SPDR Gold Trust GLD Stock Holding History

Lido 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	$119M	Sell	277,495 -7,217	-3%	-$3.23M	0.37%	40
2025 Q4	$102M	Buy	284,712 +2,476	+0.9%	+$946K	0.31%	48
2025 Q3	$100M	Buy	282,236 +33,595	+14%	+$10.7M	0.31%	44
2025 Q2	$75.8M	Buy	248,641 +6,902	+3%	+$2.09M	0.3%	49
2025 Q1	$69.7M	Buy	241,739 +6,006	+3%	+$1.59M	0.31%	45
2024 Q4	$57.1M	Buy	235,733 +190,825	+425%	+$46.9M	0.26%	51
2024 Q3	$10.9M	Buy	44,908 +1,239	+3%	+$284K	0.05%	193
2024 Q2	$9.39M	Buy	43,669 +2,068	+5%	+$447K	0.05%	188
2024 Q1	$8.56M	Buy	41,601 +282	+0.7%	+$54.1K	0.05%	196
2023 Q4	$7.9M	Buy	41,319 +9,983	+32%	+$1.83M	0.05%	198
2023 Q3	$5.37M	Buy	31,336 +529	+2%	+$94.6K	0.04%	223
2023 Q2	$5.49M	Buy	30,807 +3,861	+14%	+$709K	0.04%	208
2023 Q1	$4.94M	Buy	26,946 +11,144	+71%	+$1.96M	0.05%	211
2022 Q4	$2.68M	Buy	15,802 +319	+2%	+$51.4K	0.03%	247
2022 Q3	$2.39M	Sell	15,483 -861	-5%	-$138K	0.03%	228
2022 Q2	$2.75M	Sell	16,344 -510	-3%	-$89.1K	0.04%	191
2022 Q1	$3.04M	Buy	16,854 +632	+4%	+$111K	0.03%	207
2021 Q4	$2.77M	Buy	16,222 +4,048	+33%	+$680K	0.03%	227
2021 Q3	$2M	Sell	12,174 -561	-4%	-$93.9K	0.03%	266
2021 Q2	$2.11M	Buy	12,735 +1,876	+17%	+$319K	0.03%	255
2021 Q1	$1.74M	Sell	10,859 -665	-6%	-$112K	0.03%	242
2020 Q4	$2.06M	Buy	11,524 +1,802	+19%	+$317K	0.04%	214
2020 Q3	$1.72M	Buy	9,722 +138	+1%	+$24.8K	0.04%	181
2020 Q2	$1.6M	Buy	9,584 +2,740	+40%	+$442K	0.05%	179
2020 Q1	$1.01M	Sell	6,844 -4,169	-38%	-$621K	0.04%	224
2019 Q4	$1.57M	Buy	11,013 +4,466	+68%	+$624K	0.06%	184
2019 Q3	$909K	Buy	6,547 +961	+17%	+$134K	0.05%	236
2019 Q2	$744K	Sell	5,586 -659	-11%	-$81.4K	0.04%	238
2019 Q1	$761K	Sell	6,245 -3,503	-36%	-$432K	0.05%	231
2018 Q4	$1.18M	Buy	9,748 +1,885	+24%	+$219K	0.12%	108
2018 Q3	$886K	Sell	7,863 -667	-8%	-$76.5K	0.09%	140
2018 Q2	$1.01M	Buy	8,530 +414	+5%	+$51.3K	0.12%	110
2018 Q1	$1.02M	Buy	8,116 +3,954	+95%	+$499K	0.14%	99
2017 Q4	$514K	Hold	4,162	–	–	0.07%	147
2017 Q3	$502K	Sell	4,162 -3,907	-48%	-$475K	0.08%	148
2017 Q2	$952K	Hold	8,069	–	–	0.2%	64
2017 Q1	$942K	Sell	8,069 -670	-8%	-$77.9K	0.26%	59
2016 Q4	$958K	Buy	8,739 +126	+1%	+$14.6K	0.24%	41
2016 Q3	$1.08M	Buy	8,613 +150	+2%	+$19.1K	0.33%	26
2016 Q2	$1.07M	Buy	8,463 +100	+1%	+$12K	0.33%	26
2016 Q1	$984K	Buy	+8,363	New	+$948K	0.33%	28

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

Lido Advisors's GLD Position: Q1 2026 in Review

Lido Advisors reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q1 2026, selling an estimated $3.23M and leaving 277,495 shares worth $119M. The position accounts for 0.37% of the portfolio, ranked #40.

Lido Advisors first reported a position in GLD in Q1 2016 and has held it in 41 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Lido Advisors held 277,495 shares of SPDR Gold Trust worth $119M as of Q1 2026.
Lido Advisors sold 7,217 SPDR Gold Trust shares in Q1 2026, an estimated $3.23M.
SPDR Gold Trust made up 0.37% of Lido Advisors's portfolio in Q1 2026, its #40 holding.
Lido Advisors first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 41 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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