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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
2018
Q2 		– Sell
-1,000
Closed -$2K – 1071
2018
Q1 		$2K Buy
+1,000
New +$126K ﹤0.01% 956

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.