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

Pinion 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	$212K	Buy	+492	New	+$220K	0.05%	171
2025 Q3	–	Sell	-702	Closed	-$214K	–	173
2025 Q2	$214K	Buy	702 +2	+0.3%	+$606	0.07%	155
2025 Q1	$202K	Sell	700 -191	-21%	-$50.5K	0.04%	150
2024 Q4	$216K	Sell	891 -1	-0.1%	-$246	0.09%	149
2024 Q3	$217K	Buy	+892	New	+$204K	0.09%	152
2022 Q2	–	Sell	-1,168	Closed	-$211K	–	165
2022 Q1	$211K	Buy	+1,168	New	+$205K	0.15%	160
2021 Q2	–	Sell	-2,490	Closed	-$398K	–	149
2021 Q1	$398K	Sell	2,490 -1,080	-30%	-$182K	0.37%	101
2020 Q4	$637K	Buy	+3,570	New	+$629K	0.67%	48

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

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

Pinion Investment Advisors opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 492 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in GLD as recently as Q2 2025.

Pinion Investment Advisors first reported a position in GLD in Q4 2020 and has held it in 8 quarters since. The position peaked at $637K in Q4 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Pinion Investment Advisors held 492 shares of SPDR Gold Trust worth $212K as of Q1 2026.
SPDR Gold Trust was a new Pinion Investment Advisors position in Q1 2026.
SPDR Gold Trust made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #171 holding.
Pinion Investment Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 8 quarters since.
Pinion Investment Advisors's SPDR Gold Trust position peaked at $637K in Q4 2020.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.