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Lloyd Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Lloyd Advisory Services’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 		$26.2K Sell
61
-546
-90% -$245K 0.01% 350
2025
Q4 		$241K Sell
607
-463
-43% -$177K 0.09% 97
2025
Q3 		$380K Buy
1,070
+193
+22% +$61.5K 0.18% 57
2025
Q2 		$267K Buy
877
+125
+17% +$37.9K 0.13% 76
2025
Q1 		$217K Buy
+752
New +$199K 0.11% 92
2022
Q2 		– Sell
-2,636
Closed -$476K – 258
2022
Q1 		$476K Sell
2,636
-29,215
-92% -$5.13M 0.22% 47
2021
Q4 		$5.45M Buy
31,851
+138
+0.4% +$23.2K 2.51% 8
2021
Q3 		$5.21M Sell
31,713
-201
-0.6% -$33.6K 2.68% 8
2021
Q2 		$5.29M Sell
31,914
-1,083
-3% -$184K 2.67% 8
2021
Q1 		$5.28M Sell
32,997
-62,009
-65% -$10.4M 2.87% 9
2020
Q4 		$16.9M Buy
95,006
+30,057
+46% +$5.29M 9.27% 2
2020
Q3 		$11.5M Buy
64,949
+3,876
+6% +$697K 6.99% 2
2020
Q2 		$10.2M Buy
61,073
+23,359
+62% +$3.77M 6.43% 2
2020
Q1 		$5.58M Sell
37,714
-419
-1% -$62.4K 4.13% 4
2019
Q4 		$5.45M Buy
+38,133
New +$5.33M 4.96% 5

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

Lloyd Advisory Services's GLD Position: Q1 2026 in Review

Lloyd Advisory Services reduced its SPDR Gold Trust (GLD) stake by 90% in Q1 2026, selling an estimated $245K and leaving 61 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Lloyd Advisory Services first reported a position in GLD in Q4 2019 and has held it in 15 quarters since. The position peaked at $16.9M in Q4 2020. 3,149 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Lloyd Advisory Services held 61 shares of SPDR Gold Trust worth $26.2K as of Q1 2026.
  • Lloyd Advisory Services sold 546 SPDR Gold Trust shares in Q1 2026, an estimated $245K.
  • SPDR Gold Trust made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #350 holding.
  • Lloyd Advisory Services first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 15 quarters since.
  • Lloyd Advisory Services's SPDR Gold Trust position peaked at $16.9M in Q4 2020.
  • 3,149 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.