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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
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 		$1.17K Hold
7,031
– – 0.54% 35
2021
Q1 		$1.13K Buy
+7,031
New +$1.18M 0.62% 37

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

MBA Advisors's GLD Position: Q1 2026 in Review

MBA Advisors reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q1 2026, selling an estimated $25.5K and leaving 3,676 shares worth $1.58M. The position accounts for 0.61% of the portfolio, ranked #34.

MBA Advisors first reported a position in GLD in Q1 2021 and has held it in 21 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • MBA Advisors held 3,676 shares of SPDR Gold Trust worth $1.58M as of Q1 2026.
  • MBA Advisors sold 57 SPDR Gold Trust shares in Q1 2026, an estimated $25.5K.
  • SPDR Gold Trust made up 0.61% of MBA Advisors's portfolio in Q1 2026, its #34 holding.
  • MBA Advisors first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 21 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.