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

Powell 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 		$361K Sell
981
-225
-19% -$93.2K 0.11% 92
2026
Q1 		$519K Buy
1,206
+342
+40% +$153K 0.18% 79
2025
Q4 		$342K Buy
864
+266
+44% +$102K 0.12% 102
2025
Q3 		$213K Buy
+598
New +$191K 0.07% 129
2022
Q4 		– Sell
-1,921
Closed -$297K – 132
2022
Q3 		$297K Sell
1,921
-200
-9% -$32.2K 0.19% 84
2022
Q2 		$357K Buy
2,121
+81
+4% +$14.1K 0.22% 70
2022
Q1 		$369K Buy
+2,040
New +$358K 0.21% 66

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Powell Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, selling an estimated $93.2K and leaving 981 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #92.

Powell Investment Advisors first reported a position in GLD in Q1 2022 and has held it in 7 quarters since. The position peaked at $519K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Powell Investment Advisors held 981 shares of SPDR Gold Trust worth $361K as of Q2 2026.
  • Powell Investment Advisors sold 225 SPDR Gold Trust shares in Q2 2026, an estimated $93.2K.
  • SPDR Gold Trust made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Powell Investment Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 7 quarters since.
  • Powell Investment Advisors's SPDR Gold Trust position peaked at $519K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.