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Opal Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Opal Wealth 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 		$285K Sell
662
-6
-0.9% -$2.69K 0.06% 155
2025
Q4 		$265K Sell
668
-193
-22% -$73.7K 0.07% 172
2025
Q3 		$306K Sell
861
-918
-52% -$293K 0.09% 143
2025
Q2 		$542K Buy
1,779
+1,346
+311% +$408K 0.15% 79
2025
Q1 		$125K Buy
+433
New +$115K 0.04% 241
2024
Q3 		– Sell
-313
Closed -$67.3K – 583
2024
Q2 		$67.3K Buy
+313
New +$67.7K 0.02% 321

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

Opal Wealth Advisors's GLD Position: Q1 2026 in Review

Opal Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.9% in Q1 2026, selling an estimated $2.69K and leaving 662 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #155.

Opal Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 6 quarters since. The position peaked at $542K in Q2 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Opal Wealth Advisors held 662 shares of SPDR Gold Trust worth $285K as of Q1 2026.
  • Opal Wealth Advisors sold 6 SPDR Gold Trust shares in Q1 2026, an estimated $2.69K.
  • SPDR Gold Trust made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • Opal Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 6 quarters since.
  • Opal Wealth Advisors's SPDR Gold Trust position peaked at $542K in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.