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Milestone Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Milestone Investment 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 		$11.8K Hold
32
– – ﹤0.01% 128
2026
Q1 		$13.8K Hold
32
– – ﹤0.01% 125
2025
Q4 		$12.7K Hold
32
– – ﹤0.01% 123
2025
Q3 		$11.4K Hold
32
– – ﹤0.01% 117
2025
Q2 		$9.76K Hold
32
– – ﹤0.01% 117
2025
Q1 		$9.22K Hold
32
– – ﹤0.01% 119
2024
Q4 		$7.75K Hold
32
– – ﹤0.01% 122
2024
Q3 		$7.78K Hold
32
– – ﹤0.01% 119
2024
Q2 		$6.88K Hold
32
– – ﹤0.01% 119
2024
Q1 		$6.58K Hold
32
– – ﹤0.01% 120
2023
Q4 		$6.12K Hold
32
– – ﹤0.01% 117
2023
Q3 		$5.49K Hold
32
– – ﹤0.01% 323
2023
Q2 		$5.71K Hold
32
– – ﹤0.01% 111
2023
Q1 		$5.86K Hold
32
– – ﹤0.01% 322
2022
Q4 		$5.43K Buy
+32
New +$5.15K ﹤0.01% 109

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

Milestone Investment Advisors's GLD Position: Q2 2026 in Review

Milestone Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 32 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Milestone Investment Advisors first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.8K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Milestone Investment Advisors held 32 shares of SPDR Gold Trust worth $11.8K as of Q2 2026.
  • Milestone Investment Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Milestone Investment Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's SPDR Gold Trust position peaked at $13.8K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.