Pinnacle Family Advisors’s SPDR Gold Trust GLD Stock Holding History

Pinnacle Family 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	$1.57M	Sell	3,641 -7,165	-66%	-$3.21M	0.74%	28
2025 Q4	$4.28M	Buy	10,806 +1,022	+10%	+$390K	1.88%	11
2025 Q3	$3.48M	Buy	9,784 +2,232	+30%	+$711K	1.52%	18
2025 Q2	$2.3M	Buy	+7,552	New	+$2.29M	1.12%	22
2020 Q2	–	Sell	-8,250	Closed	-$1.22M	–	81
2020 Q1	$1.22M	Sell	8,250 -200	-2%	-$29.8K	1.47%	23
2019 Q4	$1.21M	Sell	8,450 -615	-7%	-$85.9K	1.09%	25
2019 Q3	$1.26M	Sell	9,065 -770	-8%	-$107K	1.11%	23
2019 Q2	$1.31M	Buy	+9,835	New	+$1.22M	1.09%	24
2018 Q3	–	Sell	-58,710	Closed	-$6.97M	–	69
2018 Q2	$6.97M	Sell	58,710 -2,670	-4%	-$331K	3.71%	11
2018 Q1	$7.72M	Sell	61,380 -5,710	-9%	-$720K	4.41%	7
2017 Q4	$8.3M	Buy	67,090 +1,630	+2%	+$198K	3.83%	6
2017 Q3	$7.96M	Buy	+65,460	New	+$7.96M	3.74%	9

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

Pinnacle Family Advisors's GLD Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its SPDR Gold Trust (GLD) stake by 66% in Q1 2026, selling an estimated $3.21M and leaving 3,641 shares worth $1.57M. The position accounts for 0.74% of the portfolio, ranked #28.

Pinnacle Family Advisors first reported a position in GLD in Q3 2017 and has held it in 12 quarters since. The position peaked at $8.3M in Q4 2017. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Pinnacle Family Advisors held 3,641 shares of SPDR Gold Trust worth $1.57M as of Q1 2026.
Pinnacle Family Advisors sold 7,165 SPDR Gold Trust shares in Q1 2026, an estimated $3.21M.
SPDR Gold Trust made up 0.74% of Pinnacle Family Advisors's portfolio in Q1 2026, its #28 holding.
Pinnacle Family Advisors first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 12 quarters since.
Pinnacle Family Advisors's SPDR Gold Trust position peaked at $8.3M in Q4 2017.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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