PCA Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

PCA Investment Advisory Services’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	–	Sell	-1,100	Closed	-$266K	–	85
2024 Q4	$266K	Sell	1,100 -1	-0.1%	-$246	0.12%	109
2024 Q3	$268K	Hold	1,101	–	–	0.13%	114
2024 Q2	$237K	Buy	1,101 +127	+13%	+$27.5K	0.12%	116
2024 Q1	$200K	Buy	+974	New	+$187K	0.11%	134
2023 Q3	–	Sell	-810	Closed	-$144K	–	232
2023 Q2	$144K	Buy	+810	New	+$149K	0.09%	150

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCA Investment Advisory Services's GLD Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 1,100 shares — an estimated $266K sold.

PCA Investment Advisory Services first reported a position in GLD in Q2 2023 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 2,582 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

PCA Investment Advisory Services reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 1,100 SPDR Gold Trust shares in Q1 2025, an estimated $266K.
PCA Investment Advisory Services first reported a position in SPDR Gold Trust in Q2 2023 and held it in 5 quarters.
PCA Investment Advisory Services's SPDR Gold Trust position peaked at $268K in Q3 2024.
2,582 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.