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	$3.14M	Sell	7,300 -200	-3%	-$89.6K	0.01%	569
2025 Q4	$2.97M	Hold	7,500	–	–	0.01%	606
2025 Q3	$2.67M	Sell	7,500 -2,000	-21%	-$637K	0.01%	607
2025 Q2	$2.9M	Buy	9,500 +1,300	+16%	+$394K	0.01%	497
2025 Q1	$289	Hold	8,200	–	–	﹤0.01%	1508
2024 Q4	$1.99M	Buy	8,200 +900	+12%	+$221K	0.01%	520
2024 Q3	$438	Buy	7,300 +1,700	+30%	+$389K	﹤0.01%	1460
2024 Q2	$1.2M	Buy	5,600 +1,100	+24%	+$238K	0.01%	589
2024 Q1	$926K	Buy	4,500 +200	+5%	+$38.4K	0.01%	682
2023 Q4	$822K	Hold	4,300	–	–	0.01%	682
2023 Q3	$737K	Buy	4,300 +300	+8%	+$53.6K	0.01%	632
2023 Q2	$713K	Buy	+4,000	New	+$735K	0.01%	629

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.