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Optimum Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Optimum 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
2025
Q3 		$4.06M Buy
11,421
+805
+8% +$257K 1.61% 12
2025
Q2 		$3.24M Sell
10,616
-227
-2% -$68.7K 1.41% 13
2025
Q1 		$3.12M Buy
10,843
+167
+2% +$44.2K 1.47% 12
2024
Q4 		$2.59M Sell
10,676
-346
-3% -$85K 1.14% 14
2024
Q3 		$2.68M Buy
11,022
+227
+2% +$52K 1.16% 15
2024
Q2 		$2.32M Sell
10,795
-123
-1% -$26.6K 1.04% 14
2024
Q1 		$2.25M Buy
10,918
+464
+4% +$89.1K 1.03% 15
2023
Q4 		$2M Sell
10,454
-666
-6% -$122K 1.01% 15
2023
Q3 		$1.91M Buy
11,120
+70
+0.6% +$12.5K 0.98% 18
2023
Q2 		$1.97M Sell
11,050
-136
-1% -$25K 0.96% 18
2023
Q1 		$2.05M Sell
11,186
-178
-2% -$31.3K 1.07% 15
2022
Q4 		$1.93M Buy
11,364
+181
+2% +$29.2K 1.04% 15
2022
Q3 		$1.73M Buy
11,183
+209
+2% +$33.6K 0.93% 17
2022
Q2 		$1.85M Buy
10,974
+68
+0.6% +$11.9K 0.93% 18
2022
Q1 		$1.97M Buy
10,906
+9
+0.1% +$1.58K 0.83% 21
2021
Q4 		$1.86M Buy
10,897
+772
+8% +$130K 0.73% 25
2021
Q3 		$1.66M Buy
10,125
+192
+2% +$32.1K 0.7% 30
2021
Q2 		$1.65M Buy
9,933
+275
+3% +$46.7K 0.51% 44
2021
Q1 		$1.54M Buy
9,658
+8
+0.1% +$1.34K 0.45% 48
2020
Q4 		$1.72M Buy
9,650
+1,346
+16% +$237K 0.52% 42
2020
Q3 		$1.47M Buy
8,304
+817
+11% +$147K 0.49% 46
2020
Q2 		$1.25M Sell
7,487
-2
-0% -$323 0.44% 54
2020
Q1 		$1.11M Buy
7,489
+490
+7% +$73K 0.45% 54
2019
Q4 		$1M Sell
6,999
-14
-0.2% -$1.96K 0.3% 89
2019
Q3 		$974K Sell
7,013
-11
-0.2% -$1.53K 0.31% 85
2019
Q2 		$936K Buy
7,024
+640
+10% +$79.1K 0.3% 80
2019
Q1 		$779K Sell
6,384
-695
-10% -$85.6K 0.26% 99
2018
Q4 		$858K Buy
7,079
+1,285
+22% +$149K 0.3% 84
2018
Q3 		$653K Sell
5,794
-246
-4% -$28.2K 0.18% 135
2018
Q2 		$717K Sell
6,040
-356
-6% -$44.1K 0.21% 120
2018
Q1 		$804K Buy
6,396
+29
+0.5% +$3.66K 0.24% 110
2017
Q4 		$787K Sell
6,367
-368
-5% -$44.6K 0.25% 116
2017
Q3 		$819K Sell
6,735
-1,560
-19% -$190K 0.27% 108
2017
Q2 		$979K Sell
8,295
-1,142
-12% -$137K 0.34% 89
2017
Q1 		$1.12M Sell
9,437
-1,398
-13% -$163K 0.4% 74
2016
Q4 		$1.19M Sell
10,835
-4,534
-30% -$526K 0.45% 65
2016
Q3 		$1.93M Buy
15,369
+2,701
+21% +$344K 0.73% 32
2016
Q2 		$1.6M Buy
12,668
+1,992
+19% +$240K 0.62% 42
2016
Q1 		$1.26M Buy
+10,676
New +$1.21M 0.49% 57
2015
Q1 		$92K Sell
810
-716
-47% -$83.7K 0.03% 394
2014
Q4 		$138K Sell
1,526
-513
-25% -$59.2K 0.04% 317
2014
Q3 		$233K Sell
2,039
-1,560
-43% -$192K 0.08% 229
2014
Q2 		$461K Buy
3,599
+2,266
+170% +$281K 0.15% 157
2014
Q1 		$165K Sell
1,333
-263
-16% -$32.8K 0.06% 245
2013
Q4 		$185K Buy
1,596
+646
+68% +$79.3K 0.07% 227
2013
Q3 		$122K Buy
+950
New +$122K 0.05% 260

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Optimum Investment Advisors's GLD Position: Q3 2025 in Review

Optimum Investment Advisors increased its SPDR Gold Trust (GLD) stake by 7.6% in Q3 2025, buying an estimated $257K and bringing the position to 11,421 shares worth $4.06M. The position accounts for 1.61% of the portfolio, ranked #12.

Optimum Investment Advisors first reported a position in GLD in Q3 2013 and has held it in 46 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Optimum Investment Advisors held 11,421 shares of SPDR Gold Trust worth $4.06M as of Q3 2025.
  • Optimum Investment Advisors bought 805 SPDR Gold Trust shares in Q3 2025, an estimated $257K.
  • SPDR Gold Trust made up 1.61% of Optimum Investment Advisors's portfolio in Q3 2025, its #12 holding.
  • Optimum Investment Advisors first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 46 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.