Private Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Private Advisory Group’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	$443K	Buy	+1,030	New	+$461K	0.03%	209
2017 Q3	–	Sell	-82	Closed	-$10K	–	127
2017 Q2	$10K	Buy	+82	New	+$9.81K	0.01%	127

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

Private Advisory Group's GLD Position: Q1 2026 in Review

Private Advisory Group opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 1,030 shares worth $443K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in GLD as recently as Q2 2017.

Private Advisory Group first reported a position in GLD in Q2 2017 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Private Advisory Group held 1,030 shares of SPDR Gold Trust worth $443K as of Q1 2026.
SPDR Gold Trust was a new Private Advisory Group position in Q1 2026.
SPDR Gold Trust made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #209 holding.
Private Advisory Group first reported a position in SPDR Gold Trust in Q2 2017 and has held it in 2 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.