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

Regal 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 Q1	$7.64M	Sell	17,756 -339	-2%	-$152K	0.44%	58
2025 Q4	$7.17M	Sell	18,095 -933	-5%	-$356K	0.43%	60
2025 Q3	$6.76M	Buy	19,028 +493	+3%	+$157K	0.44%	59
2025 Q2	$5.65M	Buy	18,535 +1,595	+9%	+$483K	0.42%	63
2025 Q1	$4.88M	Sell	16,940 -577	-3%	-$153K	0.39%	72
2024 Q4	$4.24M	Sell	17,517 -824	-4%	-$202K	0.32%	90
2024 Q3	$4.46M	Sell	18,341 -55	-0.3%	-$12.6K	0.31%	97
2024 Q2	$3.96M	Buy	18,396 +663	+4%	+$143K	0.26%	108
2024 Q1	$3.65M	Sell	17,733 -98	-0.5%	-$18.8K	0.25%	117
2023 Q4	$3.41M	Buy	17,831 +355	+2%	+$65.1K	0.26%	116
2023 Q3	$3M	Sell	17,476 -275	-2%	-$49.2K	0.25%	113
2023 Q2	$3.16M	Buy	17,751 +913	+5%	+$168K	0.27%	101
2023 Q1	$3.09M	Buy	16,838 +4,597	+38%	+$809K	0.27%	104
2022 Q4	$2.08M	Sell	12,241 -1,724	-12%	-$278K	0.2%	124
2022 Q3	$2.16M	Sell	13,965 -2,014	-13%	-$324K	0.23%	113
2022 Q2	$2.69M	Sell	15,979 -682	-4%	-$119K	0.28%	93
2022 Q1	$3.01M	Buy	16,661 +3,610	+28%	+$633K	0.28%	95
2021 Q4	$2.23M	Buy	13,051 +202	+2%	+$33.9K	0.2%	117
2021 Q3	$2.11M	Sell	12,849 -2,314	-15%	-$387K	0.2%	125
2021 Q2	$2.51M	Buy	+15,163	New	+$2.58M	0.25%	96
2021 Q1	–	Sell	-22,895	Closed	-$4.08M	–	189
2020 Q4	$4.08M	Buy	+22,895	New	+$4.03M	0.46%	56
2020 Q3	–	Sell	-23,312	Closed	-$3.9M	–	97
2020 Q2	$3.9M	Buy	+23,312	New	+$3.76M	0.72%	35
2020 Q1	–	Sell	-22,227	Closed	-$3.18M	–	134
2019 Q4	$3.18M	Buy	22,227 +1,270	+6%	+$177K	0.57%	50
2019 Q3	$2.91M	Buy	20,957 +7,417	+55%	+$1.03M	0.57%	46
2019 Q2	$1.8M	Sell	13,540 -4,275	-24%	-$528K	0.35%	93
2019 Q1	$2.17M	Buy	17,815 +6,265	+54%	+$772K	0.44%	68
2018 Q4	$1.4M	Sell	11,550 -978	-8%	-$114K	0.31%	97
2018 Q3	$1.41M	Buy	12,528 +847	+7%	+$97.2K	0.3%	108
2018 Q2	$1.39M	Sell	11,681 -3,111	-21%	-$385K	0.42%	85
2018 Q1	$1.86M	Buy	14,792 +5,262	+55%	+$664K	0.41%	77
2017 Q4	$1.18M	Sell	9,530 -1,655	-15%	-$201K	0.26%	109
2017 Q3	$1.36M	Buy	11,185 +3,048	+37%	+$371K	0.32%	102
2017 Q2	$960K	Buy	8,137 +874	+12%	+$105K	0.24%	117
2017 Q1	$862K	Sell	7,263 -3,166	-30%	-$368K	0.22%	119
2016 Q4	$1.14M	Sell	10,429 -3,032	-23%	-$352K	0.32%	99
2016 Q3	$1.69M	Buy	13,461 +6,282	+88%	+$800K	0.48%	73
2016 Q2	$908K	Sell	7,179 -17,521	-71%	-$2.11M	0.25%	112
2016 Q1	$2.91M	Buy	24,700 +19,050	+337%	+$2.16M	0.79%	47
2015 Q4	$573K	Sell	5,650 -927	-14%	-$98K	0.15%	142
2015 Q3	$702K	Buy	6,577 +488	+8%	+$52.6K	0.18%	128
2015 Q2	$684K	Sell	6,089 -6,828	-53%	-$782K	0.19%	124
2015 Q1	$1.47M	Buy	12,917 +8,228	+175%	+$962K	0.36%	84
2014 Q4	$533K	Sell	4,689 -11,054	-70%	-$1.28M	0.14%	141
2014 Q3	$1.83M	Buy	15,743 +10,597	+206%	+$1.31M	0.55%	63
2014 Q2	$659K	Buy	5,146 +271	+6%	+$33.7K	0.23%	105
2014 Q1	$603K	Buy	4,875 +1,438	+42%	+$179K	0.26%	102
2013 Q4	$399K	Sell	3,437 -2,290	-40%	-$281K	0.23%	117
2013 Q3	$734K	Buy	5,727 +928	+19%	+$119K	0.43%	87
2013 Q2	$572K	Buy	+4,799	New	+$657K	0.32%	102

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

Regal Investment Advisors's GLD Position: Q1 2026 in Review

Regal Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, selling an estimated $152K and leaving 17,756 shares worth $7.64M. The position accounts for 0.44% of the portfolio, ranked #58.

Regal Investment Advisors first reported a position in GLD in Q2 2013 and has held it in 49 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Regal Investment Advisors held 17,756 shares of SPDR Gold Trust worth $7.64M as of Q1 2026.
Regal Investment Advisors sold 339 SPDR Gold Trust shares in Q1 2026, an estimated $152K.
SPDR Gold Trust made up 0.44% of Regal Investment Advisors's portfolio in Q1 2026, its #58 holding.
Regal Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 49 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.