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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Panoramic Investment Advisors's GLD Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 2% in Q1 2026, selling an estimated $13.9K and leaving 1,555 shares worth $669K. The position accounts for 0.36% of the portfolio, ranked #62.

Panoramic Investment Advisors first reported a position in GLD in Q4 2022 and has held it in 11 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Panoramic Investment Advisors held 1,555 shares of SPDR Gold Trust worth $669K as of Q1 2026.
Panoramic Investment Advisors sold 31 SPDR Gold Trust shares in Q1 2026, an estimated $13.9K.
SPDR Gold Trust made up 0.36% of Panoramic Investment Advisors's portfolio in Q1 2026, its #62 holding.
Panoramic Investment Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 11 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.