Moneta Group Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.12M | Buy |
16,608
+3,283
| +25% | +$1.36M | 0.05% | 162 |
|
|
2026
Q1 | $5.73M | Buy |
13,325
+1,180
| +10% | +$528K | 0.04% | 154 |
|
|
2025
Q4 | $4.81M | Buy |
12,145
+3,222
| +36% | +$1.23M | 0.04% | 169 |
|
|
2025
Q3 | $3.17M | Buy |
8,923
+983
| +12% | +$313K | 0.03% | 214 |
|
|
2025
Q2 | $2.42M | Sell |
7,940
-481
| -6% | -$146K | 0.03% | 207 |
|
|
2025
Q1 | $2.43M | Sell |
8,421
-57
| -0.7% | -$15.1K | 0.03% | 189 |
|
|
2024
Q4 | $2.05M | Buy |
8,478
+1,784
| +27% | +$438K | 0.03% | 206 |
|
|
2024
Q3 | $1.63M | Sell |
6,694
-1,145
| -15% | -$262K | 0.02% | 219 |
|
|
2024
Q2 | $1.69M | Buy |
7,839
+102
| +1% | +$22.1K | 0.03% | 207 |
|
|
2024
Q1 | $1.59M | Buy |
7,737
+4,626
| +149% | +$888K | 0.03% | 212 |
|
|
2023
Q4 | $595K | Sell |
3,111
-102
| -3% | -$18.7K | 0.01% | 316 |
|
|
2023
Q3 | $551K | Buy |
3,213
+196
| +6% | +$35K | 0.01% | 297 |
|
|
2023
Q2 | $538K | Sell |
3,017
-1,283
| -30% | -$236K | 0.01% | 309 |
|
|
2023
Q1 | $788K | Buy |
4,300
+1,468
| +52% | +$258K | 0.02% | 246 |
|
|
2022
Q4 | $507K | Sell |
2,832
-1,655
| -37% | -$267K | 0.01% | 294 |
|
|
2022
Q3 | $694K | Buy |
4,487
+1,424
| +46% | +$229K | 0.03% | 223 |
|
|
2022
Q2 | $516K | Sell |
3,063
-519
| -14% | -$90.6K | 0.02% | 297 |
|
|
2022
Q1 | $647K | Sell |
3,582
-91
| -2% | -$16K | 0.03% | 259 |
|
|
2021
Q4 | $628K | Sell |
3,673
-565
| -13% | -$94.9K | 0.03% | 264 |
|
|
2021
Q3 | $696K | Sell |
4,238
-1,093
| -21% | -$183K | 0.03% | 234 |
|
|
2021
Q2 | $883K | Buy |
5,331
+1,405
| +36% | +$239K | 0.04% | 210 |
|
|
2021
Q1 | $628K | Buy |
3,926
+1,622
| +70% | +$273K | 0.03% | 229 |
|
|
2020
Q4 | $411K | Sell |
2,304
-621
| -21% | -$109K | 0.03% | 215 |
|
|
2020
Q3 | $518K | Buy |
2,925
+135
| +5% | +$24.3K | 0.05% | 161 |
|
|
2020
Q2 | $467K | Sell |
2,790
-608
| -18% | -$98.1K | 0.04% | 169 |
|
|
2020
Q1 | $503K | Buy |
+3,398
| New | +$506K | 0.05% | 150 |
|
|
2018
Q3 | – | Sell |
-270
| Closed | -$32K | – | 289 |
|
|
2018
Q2 | $32K | Buy |
270
+200
| +286% | +$24.8K | ﹤0.01% | 337 |
|
|
2018
Q1 | $9K | Hold |
70
| – | – | ﹤0.01% | 474 |
|
|
2017
Q4 | $9K | Buy |
+70
| New | +$8.49K | ﹤0.01% | 347 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$5K | – | 245 |
|
|
2015
Q3 | $5K | Buy |
+50
| New | +$5.39K | ﹤0.01% | 479 |
|
Other funds holding GLD
Moneta Group Investment Advisors's GLD Position: Q2 2026 in Review
Moneta Group Investment Advisors increased its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, buying an estimated $1.36M and bringing the position to 16,608 shares worth $6.12M. The position accounts for 0.05% of the portfolio, ranked #162.
Moneta Group Investment Advisors first reported a position in GLD in Q3 2015 and has held it in 30 quarters since. 3,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.
- Moneta Group Investment Advisors held 16,608 shares of SPDR Gold Trust worth $6.12M as of Q2 2026.
- Moneta Group Investment Advisors bought 3,283 SPDR Gold Trust shares in Q2 2026, an estimated $1.36M.
- SPDR Gold Trust made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #162 holding.
- Moneta Group Investment Advisors first reported a position in SPDR Gold Trust in Q3 2015 and has held it in 30 quarters since.
- 3,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.