Prism Advisors’s SPDR Gold Trust GLD Stock Holding History

Prism 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	$645K	Hold	1,500	–	–	0.17%	56
2025 Q4	$594K	Hold	1,500	–	–	0.16%	56
2025 Q3	$533K	Sell	1,500 -571	-28%	-$182K	0.14%	59
2025 Q2	$631K	Hold	2,071	–	–	0.18%	51
2025 Q1	$597K	Hold	2,071	–	–	0.18%	43
2024 Q4	$501K	Hold	2,071	–	–	0.15%	48
2024 Q3	$503K	Hold	2,071	–	–	0.14%	49
2024 Q2	$445K	Buy	2,071 +27	+1%	+$5.84K	0.14%	50
2024 Q1	$420K	Hold	2,044	–	–	0.13%	47
2023 Q4	$391K	Hold	2,044	–	–	0.13%	52
2023 Q3	$350K	Hold	2,044	–	–	0.12%	45
2023 Q2	$364K	Buy	2,044 +544	+36%	+$100K	0.12%	39
2023 Q1	$275K	Hold	1,500	–	–	0.1%	41
2022 Q4	$254K	Hold	1,500	–	–	0.09%	41
2022 Q3	$232K	Hold	1,500	–	–	0.09%	47
2022 Q2	$253K	Hold	1,500	–	–	0.1%	43
2022 Q1	$271K	Hold	1,500	–	–	0.09%	40
2021 Q4	$256K	Hold	1,500	–	–	0.08%	44
2021 Q3	$246K	Hold	1,500	–	–	0.09%	44
2021 Q2	$248K	Hold	1,500	–	–	0.09%	46
2021 Q1	$240K	Hold	1,500	–	–	0.09%	44
2020 Q4	$268K	Hold	1,500	–	–	0.1%	45
2020 Q3	$266K	Hold	1,500	–	–	0.11%	39
2020 Q2	$251K	Hold	1,500	–	–	0.11%	39
2020 Q1	$222K	Hold	1,500	–	–	0.14%	56
2019 Q4	$214K	Hold	1,500	–	–	0.11%	62
2019 Q3	$208K	Sell	1,500 -132	-8%	-$18.4K	0.12%	57
2019 Q2	$217K	Buy	+1,632	New	+$202K	0.12%	56

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

Prism Advisors's GLD Position: Q1 2026 in Review

Prism Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,500 shares worth $645K. The position accounts for 0.17% of the portfolio, ranked #56.

Prism Advisors first reported a position in GLD in Q2 2019 and has held it in 28 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Prism Advisors held 1,500 shares of SPDR Gold Trust worth $645K as of Q1 2026.
Prism Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.17% of Prism Advisors's portfolio in Q1 2026, its #56 holding.
Prism Advisors first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 28 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.