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Private Wealth Advisors (California)’s SPDR Gold Trust GLD Stock Holding History

Private Wealth Advisors (California)’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 		$56.1M Buy
130,345
+62,898
+93% +$28.2M 15.77% 1
2025
Q4 		$26.7M Sell
67,447
-3,361
-5% -$1.28M 8.54% 2
2025
Q3 		$25.2M Sell
70,808
-1,332
-2% -$424K 8.46% 2
2025
Q2 		$22M Sell
72,140
-914
-1% -$277K 8.07% 1
2025
Q1 		$21M Sell
73,054
-1,171
-2% -$310K 7.61% 2
2024
Q4 		$18M Sell
74,225
-2,516
-3% -$618K 7.05% 1
2024
Q3 		$18.8M Sell
76,741
-867
-1% -$199K 7.22% 1
2024
Q2 		$16.7M Sell
77,608
-2,790
-3% -$603K 6.44% 1
2024
Q1 		$16.5M Sell
80,398
-22,845
-22% -$4.38M 6.73% 1
2023
Q4 		$19.7M Sell
103,243
-1,323
-1% -$242K 7.7% 1
2023
Q3 		$17.9M Sell
104,566
-799
-0.8% -$143K 7.58% 2
2023
Q2 		$18.8M Sell
105,365
-825
-0.8% -$152K 7.67% 1
2023
Q1 		$19.5M Sell
106,190
-3,777
-3% -$665K 8.18% 1
2022
Q4 		$18.7M Sell
109,967
-340
-0.3% -$54.8K 6.28% 2
2022
Q3 		$17.1M Sell
110,307
-377
-0.3% -$60.6K 7.94% 2
2022
Q2 		$18.4M Sell
110,684
-40
-0% -$6.99K 6.8% 1
2022
Q1 		$20M Buy
110,724
+811
+0.7% +$142K 6.38% 2
2021
Q4 		$18.8M Sell
109,913
-8,651
-7% -$1.45M 4.02% 7
2021
Q3 		$19.8M Sell
118,564
-57,638
-33% -$9.65M 4.73% 3
2021
Q2 		$29.2M Buy
176,202
+1,361
+0.8% +$231K 8.95% 2
2021
Q1 		$28M Buy
174,841
+25,176
+17% +$4.23M 9.48% 2
2020
Q4 		$25.9M Buy
149,665
+7,563
+5% +$1.33M 8.96% 3
2020
Q3 		$25.2M Sell
142,102
-4,946
-3% -$889K 13.03% 1
2020
Q2 		$24.6M Buy
147,048
+98,333
+202% +$15.9M 17.14% 1
2020
Q1 		$7.21M Buy
48,715
+17,187
+55% +$2.56M 5.91% 5
2019
Q4 		$4.5M Buy
+31,528
New +$4.41M 2.59% 13

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

Private Wealth Advisors (California)'s GLD Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its SPDR Gold Trust (GLD) stake by 93% in Q1 2026, buying an estimated $28.2M and bringing the position to 130,345 shares worth $56.1M. The position accounts for 15.77% of the portfolio, ranked #1.

Private Wealth Advisors (California) first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Private Wealth Advisors (California) held 130,345 shares of SPDR Gold Trust worth $56.1M as of Q1 2026.
  • Private Wealth Advisors (California) bought 62,898 SPDR Gold Trust shares in Q1 2026, an estimated $28.2M.
  • SPDR Gold Trust made up 15.77% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #1 holding.
  • Private Wealth Advisors (California) first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.