Naples Global Advisors’s SPDR Gold Trust GLD Stock Holding History

Naples Global 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	$2.51M	Buy	5,841 +667	+13%	+$299K	0.18%	140
2025 Q4	$2.05M	Sell	5,174 -30	-0.6%	-$11.5K	0.15%	159
2025 Q3	$1.85M	Hold	5,204	–	–	0.14%	170
2025 Q2	$1.59M	Hold	5,204	–	–	0.14%	175
2025 Q1	$1.5M	Hold	5,204	–	–	0.14%	178
2024 Q4	$1.26M	Sell	5,204 -20	-0.4%	-$4.92K	0.12%	191
2024 Q3	$1.27M	Buy	5,224 +365	+8%	+$83.6K	0.12%	194
2024 Q2	$1.04M	Hold	4,859	–	–	0.1%	214
2024 Q1	$1,000K	Buy	4,859 +3,114	+178%	+$598K	0.1%	218
2023 Q4	$334K	Hold	1,745	–	–	0.04%	333
2023 Q3	$299K	Hold	1,745	–	–	0.04%	337
2023 Q2	$311K	Sell	1,745 -25	-1%	-$4.59K	0.04%	338
2023 Q1	$324K	Hold	1,770	–	–	0.04%	328
2022 Q4	$300K	Hold	1,770	–	–	0.04%	327
2022 Q3	$274K	Sell	1,770 -10	-0.6%	-$1.61K	0.04%	327
2022 Q2	$300K	Hold	1,780	–	–	0.04%	319
2022 Q1	$322K	Hold	1,780	–	–	0.04%	327
2021 Q4	$304K	Hold	1,780	–	–	0.04%	340
2021 Q3	$292K	Hold	1,780	–	–	0.04%	334
2021 Q2	$295K	Hold	1,780	–	–	0.04%	329
2021 Q1	$285K	Buy	1,780 +25	+1%	+$4.2K	0.04%	316
2020 Q4	$313K	Hold	1,755	–	–	0.05%	293
2020 Q3	$311K	Buy	1,755 +10	+0.6%	+$1.8K	0.06%	276
2020 Q2	$292K	Hold	1,745	–	–	0.06%	280
2020 Q1	$258K	Buy	+1,745	New	+$260K	0.07%	269

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Naples Global Advisors's GLD Position: Q1 2026 in Review

Naples Global Advisors increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $299K and bringing the position to 5,841 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #140.

Naples Global Advisors first reported a position in GLD in Q1 2020 and has held it in 25 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Naples Global Advisors held 5,841 shares of SPDR Gold Trust worth $2.51M as of Q1 2026.
Naples Global Advisors bought 667 SPDR Gold Trust shares in Q1 2026, an estimated $299K.
SPDR Gold Trust made up 0.18% of Naples Global Advisors's portfolio in Q1 2026, its #140 holding.
Naples Global Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 25 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.