MYIA
GLD icon

Mount Yale Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Mount Yale 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 		$132M Buy
306,968
+107,799
+54% +$48.3M 3.06% 2
2025
Q4 		$78.9M Buy
199,169
+106,792
+116% +$40.8M 3.8% 2
2025
Q3 		$32.8M Buy
92,377
+70,658
+325% +$22.5M 2.29% 3
2025
Q2 		$6.62M Buy
21,719
+186
+0.9% +$56.3K 0.52% 30
2025
Q1 		$6.2M Buy
21,533
+1,191
+6% +$315K 0.53% 26
2024
Q4 		$4.93M Buy
20,342
+842
+4% +$207K 0.4% 42
2024
Q3 		$4.74M Sell
19,500
-1,215
-6% -$278K 0.46% 50
2024
Q2 		$4.45M Buy
20,715
+310
+2% +$67K 0.35% 59
2024
Q1 		$4.2M Buy
20,405
+488
+2% +$93.7K 0.32% 70
2023
Q4 		$3.81M Sell
19,917
-118
-0.6% -$21.6K 0.36% 66
2023
Q3 		$3.44M Sell
20,035
-105
-0.5% -$18.8K 0.37% 61
2023
Q2 		$3.59M Sell
20,140
-121
-0.6% -$22.2K 0.38% 59
2023
Q1 		$3.71M Sell
20,261
-19
-0.1% -$3.34K 0.42% 55
2022
Q4 		$3.44M Hold
20,280
– – 0.39% 68
2022
Q3 		$3.14M Buy
20,280
+138
+0.7% +$22.2K 0.42% 59
2022
Q2 		$3.39M Buy
20,142
+1,003
+5% +$175K 0.43% 56
2022
Q1 		$3.46M Sell
19,139
-43
-0.2% -$7.54K 0.38% 59
2021
Q4 		$3.28M Buy
19,182
+334
+2% +$56.1K 0.34% 70
2021
Q3 		$3.1M Buy
18,848
+1,003
+6% +$168K 0.36% 69
2021
Q2 		$2.96M Sell
17,845
-2,097
-11% -$356K 0.36% 69
2021
Q1 		$3.19M Buy
19,942
+1,705
+9% +$287K 0.42% 59
2020
Q4 		$3.25M Sell
18,237
-284
-2% -$50K 0.46% 60
2020
Q3 		$3.28M Sell
18,521
-1,207
-6% -$217K 0.47% 53
2020
Q2 		$3.3M Buy
+19,728
New +$3.18M 0.59% 45

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

Mount Yale Investment Advisors's GLD Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its SPDR Gold Trust (GLD) stake by 54% in Q1 2026, buying an estimated $48.3M and bringing the position to 306,968 shares worth $132M. The position accounts for 3.06% of the portfolio, ranked #2.

Mount Yale Investment Advisors first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Mount Yale Investment Advisors held 306,968 shares of SPDR Gold Trust worth $132M as of Q1 2026.
  • Mount Yale Investment Advisors bought 107,799 SPDR Gold Trust shares in Q1 2026, an estimated $48.3M.
  • SPDR Gold Trust made up 3.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • Mount Yale Investment Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.