PCG Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

PCG Wealth 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	$10.4M	Sell	24,257 -4,186	-15%	-$1.87M	2.64%	5
2025 Q4	$11.3M	Sell	28,443 -6,292	-18%	-$2.4M	3.19%	3
2025 Q3	$12.3M	Sell	34,735 -318	-0.9%	-$101K	3.6%	4
2025 Q2	$10.7M	Sell	35,053 -6,429	-15%	-$1.95M	5.47%	5
2025 Q1	$12M	Buy	41,482 +2,588	+7%	+$684K	4.17%	4
2024 Q4	$9.42M	Buy	38,894 +3,670	+10%	+$902K	3.48%	6
2024 Q3	$8.56M	Buy	35,224 +2,835	+9%	+$649K	3.3%	6
2024 Q2	$6.96M	Sell	32,389 -6,725	-17%	-$1.45M	3.03%	6
2024 Q1	$8.05M	Sell	39,114 -2,210	-5%	-$424K	3.83%	5
2023 Q4	$7.9M	Buy	41,324 +1,145	+3%	+$210K	4.41%	4
2023 Q3	$6.89M	Buy	40,179 +24,932	+164%	+$4.46M	4.52%	5
2023 Q2	$2.72M	Buy	15,247 +2,412	+19%	+$443K	1.69%	18
2023 Q1	$2.35M	Buy	12,835 +6,265	+95%	+$1.1M	1.49%	18
2022 Q4	$1.11M	Sell	6,570 -7,488	-53%	-$1.21M	0.71%	35
2022 Q3	$2.22M	Buy	14,058 +6,918	+97%	+$1.11M	0.79%	33
2022 Q2	$1.2M	Buy	7,140 +501	+8%	+$87.5K	0.86%	25
2022 Q1	$1.2M	Buy	6,639 +599	+10%	+$105K	0.76%	33
2021 Q4	$1.06M	Buy	+6,040	New	+$1.01M	0.74%	31

Other funds holding GLD

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Raymond James Financial

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return