Medallion Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Medallion Wealth 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	$587K	Sell	1,364 -175	-11%	-$78.4K	0.19%	112
2025 Q4	$610K	Sell	1,539 -322	-17%	-$123K	0.2%	107
2025 Q3	$662K	Buy	1,861 +27	+1%	+$8.6K	0.23%	100
2025 Q2	$563K	Buy	1,834 +308	+20%	+$93.3K	0.22%	108
2025 Q1	$439K	Buy	1,526 +140	+10%	+$37K	0.2%	115
2024 Q4	$350K	Buy	+1,386	New	+$341K	0.17%	127

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

Medallion Wealth Advisors's GLD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $78.4K and leaving 1,364 shares worth $587K. The position accounts for 0.19% of the portfolio, ranked #112.

Medallion Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $662K in Q3 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Medallion Wealth Advisors held 1,364 shares of SPDR Gold Trust worth $587K as of Q1 2026.
Medallion Wealth Advisors sold 175 SPDR Gold Trust shares in Q1 2026, an estimated $78.4K.
SPDR Gold Trust made up 0.19% of Medallion Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Medallion Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's SPDR Gold Trust position peaked at $662K in Q3 2025.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.