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

Realta 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 		$751K Sell
2,039
-412
-17% -$171K 0.23% 100
2026
Q1 		$1.05M Buy
2,451
+1,148
+88% +$514K 0.37% 72
2025
Q4 		$516K Buy
1,303
+468
+56% +$179K 0.17% 124
2025
Q3 		$297K Buy
835
+130
+18% +$41.4K 0.1% 152
2025
Q2 		$215K Buy
+705
New +$213K 0.08% 172
2024
Q3 		– Sell
-8,216
Closed -$1.77M – 507
2024
Q2 		$1.77M Sell
8,216
-1,145
-12% -$248K 0.35% 63
2024
Q1 		$1.93M Sell
9,361
-190
-2% -$36.5K 0.4% 55
2023
Q4 		$1.83M Sell
9,551
-133
-1% -$24.4K 0.41% 50
2023
Q3 		$1.73M Sell
9,684
-113
-1% -$20.2K 0.4% 52
2023
Q2 		$1.75M Buy
9,797
+44
+0.5% +$8.09K 0.38% 53
2023
Q1 		$1.79M Sell
9,753
-5,314
-35% -$935K 0.43% 51
2022
Q4 		$2.56M Buy
15,067
+1,690
+13% +$272K 0.62% 28
2022
Q3 		$2.07M Buy
13,377
+1,057
+9% +$170K 0.54% 32
2022
Q2 		$2.07M Buy
12,320
+987
+9% +$172K 0.51% 36
2022
Q1 		$2.05M Buy
11,333
+141
+1% +$24.7K 0.41% 50
2021
Q4 		$1.91M Buy
11,192
+883
+9% +$148K 0.42% 51
2021
Q3 		$1.69M Buy
10,309
+775
+8% +$130K 0.4% 54
2021
Q2 		$1.58M Buy
9,534
+645
+7% +$110K 0.37% 56
2021
Q1 		$1.42M Sell
8,889
-1,682
-16% -$283K 0.37% 61
2020
Q4 		$1.89M Buy
10,571
+3,005
+40% +$529K 0.53% 37
2020
Q3 		$1.34M Buy
7,566
+315
+4% +$56.6K 0.45% 46
2020
Q2 		$1.21M Buy
7,251
+283
+4% +$45.6K 0.4% 53
2020
Q1 		$1.03M Buy
6,968
+214
+3% +$31.9K 0.44% 50
2019
Q4 		$937K Buy
6,754
+140
+2% +$19.6K 0.26% 85
2019
Q3 		$921K Buy
6,614
+707
+12% +$98.3K 0.25% 78
2019
Q2 		$785K Buy
5,907
+1,673
+40% +$207K 0.22% 105
2019
Q1 		$513K Buy
+4,234
New +$522K 0.23% 128

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

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

Realta Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, selling an estimated $171K and leaving 2,039 shares worth $751K. The position accounts for 0.23% of the portfolio, ranked #100.

Realta Investment Advisors first reported a position in GLD in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q4 2022. 1,292 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Realta Investment Advisors held 2,039 shares of SPDR Gold Trust worth $751K as of Q2 2026.
  • Realta Investment Advisors sold 412 SPDR Gold Trust shares in Q2 2026, an estimated $171K.
  • SPDR Gold Trust made up 0.23% of Realta Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Realta Investment Advisors first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 27 quarters since.
  • Realta Investment Advisors's SPDR Gold Trust position peaked at $2.56M in Q4 2022.
  • 1,292 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.