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Primoris Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Primoris Wealth 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 		$1.77M Sell
4,120
-3,202
-44% -$1.43M 1.24% 26
2025
Q4 		$2.9M Buy
7,322
+5,910
+419% +$2.26M 1.74% 20
2025
Q3 		$502K Sell
1,412
-12,655
-90% -$4.03M 0.32% 66
2025
Q2 		$4.29M Buy
14,067
+12,155
+636% +$3.68M 2.93% 9
2025
Q1 		$558K Buy
1,912
+199
+12% +$52.6K 0.43% 56
2024
Q4 		$415K Sell
1,713
-14,462
-89% -$3.55M 0.32% 61
2024
Q3 		$3.93M Buy
16,175
+2,095
+15% +$480K 2.85% 10
2024
Q2 		$3.03M Buy
14,080
+2,240
+19% +$484K 2.42% 13
2024
Q1 		$2.44M Sell
11,840
-2,100
-15% -$403K 1.95% 17
2023
Q4 		$2.66M Buy
13,940
+1,980
+17% +$363K 2.51% 13
2023
Q3 		$2.05M Sell
11,960
-1,795
-13% -$321K 2.48% 14
2023
Q2 		$2.45M Sell
13,755
-100
-0.7% -$18.4K 2.69% 12
2023
Q1 		$2.54M Buy
13,855
+10,100
+269% +$1.78M 3.12% 8
2022
Q4 		$637K Sell
3,755
-1,375
-27% -$221K 0.98% 27
2022
Q3 		$794K Buy
5,130
+680
+15% +$109K 1.42% 21
2022
Q2 		$749K Buy
+4,450
New +$777K 1.08% 31

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

Primoris Wealth Advisors's GLD Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 44% in Q1 2026, selling an estimated $1.43M and leaving 4,120 shares worth $1.77M. The position accounts for 1.24% of the portfolio, ranked #26.

Primoris Wealth Advisors first reported a position in GLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.29M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Primoris Wealth Advisors held 4,120 shares of SPDR Gold Trust worth $1.77M as of Q1 2026.
  • Primoris Wealth Advisors sold 3,202 SPDR Gold Trust shares in Q1 2026, an estimated $1.43M.
  • SPDR Gold Trust made up 1.24% of Primoris Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Primoris Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Primoris Wealth Advisors's SPDR Gold Trust position peaked at $4.29M in Q2 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.