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

Panoramic 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
2026 Q2	$617K	Buy	1,676 +121	+8%	+$50.1K	0.3%	71
2026 Q1	$669K	Sell	1,555 -31	-2%	-$13.9K	0.36%	62
2025 Q4	$629K	Buy	1,586 +56	+4%	+$21.4K	0.34%	62
2025 Q3	$544K	Sell	1,530 -500	-25%	-$159K	0.31%	65
2025 Q2	$619K	Buy	2,030 +510	+34%	+$154K	0.38%	54
2025 Q1	$438K	Buy	1,520 +10	+0.7%	+$2.64K	0.3%	69
2024 Q4	$366K	Buy	1,510 +105	+7%	+$25.8K	0.24%	76
2024 Q3	$341K	Buy	+1,405	New	+$322K	0.24%	84
2024 Q1	$263K	Sell	1,277 -91	-7%	-$17.5K	0.19%	94
2023 Q4	$262K	Sell	1,368 -66	-5%	-$12.1K	0.23%	88
2023 Q3	$246K	Buy	+1,434	New	+$256K	0.23%	86
2022 Q4	$231K	Buy	+1,359	New	+$219K	0.24%	85

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

Panoramic Investment Advisors's GLD Position: Q2 2026 in Review

Panoramic Investment Advisors increased its SPDR Gold Trust (GLD) stake by 7.8% in Q2 2026, buying an estimated $50.1K and bringing the position to 1,676 shares worth $617K. The position accounts for 0.3% of the portfolio, ranked #71.

Panoramic Investment Advisors first reported a position in GLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $669K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Panoramic Investment Advisors held 1,676 shares of SPDR Gold Trust worth $617K as of Q2 2026.
Panoramic Investment Advisors bought 121 SPDR Gold Trust shares in Q2 2026, an estimated $50.1K.
SPDR Gold Trust made up 0.3% of Panoramic Investment Advisors's portfolio in Q2 2026, its #71 holding.
Panoramic Investment Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's SPDR Gold Trust position peaked at $669K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.