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

Perennial 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 		$3.49M Buy
8,108
+622
+8% +$279K 0.28% 72
2025
Q4 		$2.97M Buy
7,486
+788
+12% +$301K 0.23% 85
2025
Q3 		$2.38M Sell
6,698
-272
-4% -$86.7K 0.2% 94
2025
Q2 		$2.12M Buy
6,970
+252
+4% +$76.3K 0.21% 98
2025
Q1 		$1.94M Sell
6,718
-22
-0.3% -$5.82K 0.22% 87
2024
Q4 		$1.63M Buy
6,740
+318
+5% +$78.1K 0.19% 93
2024
Q3 		$1.56M Buy
6,422
+214
+3% +$49K 0.2% 87
2024
Q2 		$1.33M Hold
6,208
– – 0.19% 89
2024
Q1 		$1.28M Sell
6,208
-770
-11% -$148K 0.19% 89
2023
Q4 		$1.33M Sell
6,978
-930
-12% -$170K 0.22% 85
2023
Q3 		$1.36M Sell
7,908
-703
-8% -$126K 0.24% 83
2023
Q2 		$1.54M Buy
8,611
+198
+2% +$36.4K 0.27% 76
2023
Q1 		$1.54M Buy
8,413
+3,613
+75% +$636K 0.29% 76
2022
Q4 		$814K Sell
4,800
-418
-8% -$67.3K 0.33% 59
2022
Q3 		$807K Buy
5,218
+195
+4% +$31.4K 0.37% 56
2022
Q2 		$845K Sell
5,023
-74
-1% -$12.9K 0.33% 61
2022
Q1 		$920K Buy
5,097
+30
+0.6% +$5.26K 0.29% 69
2021
Q4 		$870K Buy
5,067
+3,407
+205% +$572K 0.27% 77
2021
Q3 		$273K Buy
1,660
+185
+13% +$31K 0.1% 173
2021
Q2 		$244K Buy
+1,475
New +$251K 0.09% 178
2021
Q1 		– Sell
-1,345
Closed -$240K – 207
2020
Q4 		$240K Sell
1,345
-20
-1% -$3.52K 0.1% 141
2020
Q3 		$243K Buy
+1,365
New +$245K 0.12% 124
2020
Q1 		– Sell
-1,825
Closed -$261K – 128
2019
Q4 		$261K Buy
+1,825
New +$255K 0.21% 104

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.56T AUM 27.86% 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

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

Perennial Investment Advisors increased its SPDR Gold Trust (GLD) stake by 8.3% in Q1 2026, buying an estimated $279K and bringing the position to 8,108 shares worth $3.49M. The position accounts for 0.28% of the portfolio, ranked #72.

Perennial Investment Advisors first reported a position in GLD in Q4 2019 and has held it in 23 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Perennial Investment Advisors held 8,108 shares of SPDR Gold Trust worth $3.49M as of Q1 2026.
  • Perennial Investment Advisors bought 622 SPDR Gold Trust shares in Q1 2026, an estimated $279K.
  • SPDR Gold Trust made up 0.28% of Perennial Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Perennial Investment Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 23 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.