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Moneta Group Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Moneta Group 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 		$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

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

Moneta Group Investment Advisors's GLD Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its SPDR Gold Trust (GLD) stake by 9.7% in Q1 2026, buying an estimated $528K and bringing the position to 13,325 shares worth $5.73M. The position accounts for 0.04% of the portfolio, ranked #154.

Moneta Group Investment Advisors first reported a position in GLD in Q3 2015 and has held it in 29 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Moneta Group Investment Advisors held 13,325 shares of SPDR Gold Trust worth $5.73M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,180 SPDR Gold Trust shares in Q1 2026, an estimated $528K.
  • SPDR Gold Trust made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • Moneta Group Investment Advisors first reported a position in SPDR Gold Trust in Q3 2015 and has held it in 29 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.