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 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 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

Milestone Investment Advisors's GLD Position: Q1 2026 in Review

Milestone Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 32 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Milestone Investment Advisors first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Milestone Investment Advisors held 32 shares of SPDR Gold Trust worth $13.8K as of Q1 2026.
Milestone Investment Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q1 2026, its #125 holding.
Milestone Investment Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.