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MBA Advisors’s SPDR Gold Trust GLD Stock Holding History

MBA 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
Q2 		$1.21M Sell
3,298
-378
-10% -$157K 0.41% 48
2026
Q1 		$1.58M Sell
3,676
-57
-2% -$25.5K 0.61% 34
2025
Q4 		$1.48M Buy
3,733
+84
+2% +$32.1K 0.6% 36
2025
Q3 		$1.3M Hold
3,649
– – 0.55% 38
2025
Q2 		$1.11M Sell
3,649
-699
-16% -$212K 0.51% 43
2025
Q1 		$1.25M Sell
4,348
-44
-1% -$11.6K 0.62% 36
2024
Q4 		$1.06M Sell
4,392
-1,051
-19% -$258K 0.53% 44
2024
Q3 		$1.32M Buy
5,443
+27
+0.5% +$6.18K 0.63% 37
2024
Q2 		$1.16M Sell
5,416
-196
-3% -$42.4K 0.6% 38
2024
Q1 		$1.15M Sell
5,612
-46
-0.8% -$8.83K 0.6% 43
2023
Q4 		$1.08M Hold
5,658
– – 0.6% 41
2023
Q3 		$970K Sell
5,658
-589
-9% -$105K 0.6% 42
2023
Q2 		$1.11M Sell
6,247
-147
-2% -$27K 0.67% 40
2023
Q1 		$1.17M Buy
6,394
+49
+0.8% +$8.62K 0.73% 34
2022
Q4 		$1.08M Sell
6,345
-110
-2% -$17.7K 0.7% 37
2022
Q3 		$998K Sell
6,455
-1,470
-19% -$236K 0.72% 37
2022
Q2 		$1.33M Buy
7,925
+53
+0.7% +$9.26K 0.92% 31
2022
Q1 		$1.42M Buy
7,872
+1
+0% +$175 0.88% 32
2021
Q4 		$1.35M Buy
7,871
+840
+12% +$141K 0.83% 34
2021
Q3 		$1.16M Hold
7,031
– – 0.85% 34
2021
Q2 		$1.17M Hold
7,031
– – 0.54% 35
2021
Q1 		$1.13M Buy
+7,031
New +$1.18M 0.62% 37

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBA Advisors's GLD Position: Q2 2026 in Review

MBA Advisors reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $157K and leaving 3,298 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #48.

MBA Advisors first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.58M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • MBA Advisors held 3,298 shares of SPDR Gold Trust worth $1.21M as of Q2 2026.
  • MBA Advisors sold 378 SPDR Gold Trust shares in Q2 2026, an estimated $157K.
  • SPDR Gold Trust made up 0.41% of MBA Advisors's portfolio in Q2 2026, its #48 holding.
  • MBA Advisors first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's SPDR Gold Trust position peaked at $1.58M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.