Innovative Advisory Group, LLC’s SPDR Gold Trust GLD Stock Holding History

Innovative Advisory Group, LLC’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	$11.9M	Sell	32,430 -1,851	-5%	-$767K	9.06%	2
2026 Q1	$14.8M	Sell	34,281 -36,504	-52%	-$16.3M	12.12%	2
2025 Q4	$28.1M	Buy	70,785 +2,939	+4%	+$1.12M	17.86%	1
2025 Q3	$24.1M	Sell	67,846 -1,765	-3%	-$562K	14.84%	2
2025 Q2	$21.2M	Sell	69,611 -596	-0.8%	-$180K	17.92%	2
2025 Q1	$20.2M	Sell	70,207 -331	-0.5%	-$87.5K	19.2%	2
2024 Q4	$17.1M	Buy	+70,538	New	+$17.3M	14.83%	2

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Innovative Advisory Group, LLC's GLD Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q2 2026, selling an estimated $767K and leaving 32,430 shares worth $11.9M. The position accounts for 9.06% of the portfolio, ranked #2.

Innovative Advisory Group, LLC first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.1M in Q4 2025. 3,042 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Innovative Advisory Group, LLC held 32,430 shares of SPDR Gold Trust worth $11.9M as of Q2 2026.
Innovative Advisory Group, LLC sold 1,851 SPDR Gold Trust shares in Q2 2026, an estimated $767K.
SPDR Gold Trust made up 9.06% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #2 holding.
Innovative Advisory Group, LLC first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's SPDR Gold Trust position peaked at $28.1M in Q4 2025.
3,042 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.