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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
Q2 		$109M Sell
295,275
-11,693
-4% -$4.84M 2.01% 3
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 $1.55T 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

Mount Yale Investment Advisors's GLD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, selling an estimated $4.84M and leaving 295,275 shares worth $109M. The position accounts for 2.01% of the portfolio, ranked #3.

Mount Yale Investment Advisors first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $132M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mount Yale Investment Advisors held 295,275 shares of SPDR Gold Trust worth $109M as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,693 SPDR Gold Trust shares in Q2 2026, an estimated $4.84M.
  • SPDR Gold Trust made up 2.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Mount Yale Investment Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's SPDR Gold Trust position peaked at $132M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.