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 Q2	–	Sell	-492	Closed	-$212K	–	211
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinion Investment Advisors's GLD Position: Q2 2026 in Review

Pinion Investment Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 492 shares — an estimated $212K sold.

Pinion Investment Advisors first reported a position in GLD in Q4 2020 and held it in 8 quarters. The position peaked at $637K in Q4 2020. 3,034 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Pinion Investment Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Pinion Investment Advisors sold 492 SPDR Gold Trust shares in Q2 2026, an estimated $212K.
Pinion Investment Advisors first reported a position in SPDR Gold Trust in Q4 2020 and held it in 8 quarters.
Pinion Investment Advisors's SPDR Gold Trust position peaked at $637K in Q4 2020.
3,034 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.