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Orion Portfolio Solutions’s SPDR Gold Trust GLD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.99M Buy
13,837
+1,922
+16% +$508K 0.04% 419
2024
Q4 		$2.88M Buy
11,915
+2,373
+25% +$583K 0.03% 529
2024
Q3 		$2.32M Buy
9,542
+979
+11% +$224K 0.02% 616
2024
Q2 		$1.84M Buy
8,563
+782
+10% +$169K 0.02% 676
2024
Q1 		$1.6M Sell
7,781
-2,802
-26% -$538K 0.02% 765
2023
Q4 		$1.99M Sell
10,583
-2,241
-17% -$411K 0.02% 633
2023
Q3 		$2.2M Sell
12,824
-916
-7% -$164K 0.03% 574
2023
Q2 		$2.45M Sell
13,740
-2,297
-14% -$422K 0.03% 559
2023
Q1 		$2.94M Buy
16,037
+2,717
+20% +$478K 0.04% 437
2022
Q4 		$2.26M Sell
13,320
-276
-2% -$44.5K 0.08% 179
2022
Q3 		$2.1M Sell
13,596
-3,057
-18% -$492K 0.08% 157
2022
Q2 		$2.81M Buy
16,653
+5,644
+51% +$986K 0.11% 120
2022
Q1 		$1.99M Buy
11,009
+1,388
+14% +$244K 0.07% 172
2021
Q4 		$1.65M Buy
9,621
+822
+9% +$138K 0.06% 197
2021
Q3 		$1.45M Buy
8,799
+208
+2% +$34.8K 0.05% 206
2021
Q2 		$1.42M Buy
8,591
+11
+0.1% +$1.87K 0.06% 186
2021
Q1 		$1.37M Buy
8,580
+827
+11% +$139K 0.06% 165
2020
Q4 		$1.38M Buy
7,753
+148
+2% +$26.1K 0.06% 165
2020
Q3 		$1.35M Sell
7,605
-20,027
-72% -$3.6M 0.07% 153
2020
Q2 		$4.63M Buy
27,632
+10,650
+63% +$1.72M 0.25% 65
2020
Q1 		$2.51M Buy
16,982
+3,227
+23% +$480K 0.17% 74
2019
Q4 		$1.97M Buy
+13,755
New +$1.92M 0.15% 94

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Orion Portfolio Solutions's GLD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its SPDR Gold Trust (GLD) stake by 16% in Q1 2025, buying an estimated $508K and bringing the position to 13,837 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #419.

Orion Portfolio Solutions first reported a position in GLD in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.63M in Q2 2020. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Orion Portfolio Solutions held 13,837 shares of SPDR Gold Trust worth $3.99M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,922 SPDR Gold Trust shares in Q1 2025, an estimated $508K.
  • SPDR Gold Trust made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #419 holding.
  • Orion Portfolio Solutions first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's SPDR Gold Trust position peaked at $4.63M in Q2 2020.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.