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MSH Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

MSH Capital 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 		$1.3M Sell
3,029
-171
-5% -$76.6K 0.28% 93
2025
Q4 		$1.27M Buy
3,200
+144
+5% +$55K 0.27% 97
2025
Q3 		$1.09M Buy
3,056
+92
+3% +$29.3K 0.29% 91
2025
Q2 		$904K Sell
2,964
-216
-7% -$65.4K 0.26% 106
2025
Q1 		$916K Buy
3,180
+251
+9% +$66.4K 0.28% 96
2024
Q4 		$709K Buy
2,929
+115
+4% +$28.3K 0.22% 106
2024
Q3 		$684K Buy
2,814
+59
+2% +$13.5K 0.21% 115
2024
Q2 		$592K Buy
2,755
+173
+7% +$37.4K 0.2% 118
2024
Q1 		$531K Buy
2,582
+39
+2% +$7.49K 0.19% 127
2023
Q4 		$486K Sell
2,543
-437
-15% -$80.1K 0.18% 125
2023
Q3 		$511K Sell
2,980
-269
-8% -$48.1K 0.2% 121
2023
Q2 		$579K Buy
3,249
+315
+11% +$57.9K 0.21% 116
2023
Q1 		$538K Sell
2,934
-60
-2% -$10.6K 0.23% 111
2022
Q4 		$508K Sell
2,994
-609
-17% -$98.1K 0.23% 111
2022
Q3 		$557K Sell
3,603
-36
-1% -$5.79K 0.27% 96
2022
Q2 		$613K Buy
3,639
+378
+12% +$66K 0.28% 92
2022
Q1 		$589K Buy
3,261
+588
+22% +$103K 0.24% 101
2021
Q4 		$457K Buy
+2,673
New +$449K 0.2% 112

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

MSH Capital Advisors's GLD Position: Q1 2026 in Review

MSH Capital Advisors reduced its SPDR Gold Trust (GLD) stake by 5.3% in Q1 2026, selling an estimated $76.6K and leaving 3,029 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #93.

MSH Capital Advisors first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • MSH Capital Advisors held 3,029 shares of SPDR Gold Trust worth $1.3M as of Q1 2026.
  • MSH Capital Advisors sold 171 SPDR Gold Trust shares in Q1 2026, an estimated $76.6K.
  • SPDR Gold Trust made up 0.28% of MSH Capital Advisors's portfolio in Q1 2026, its #93 holding.
  • MSH Capital Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.