Regatta Capital Group’s SPDR Gold Trust GLD Stock Holding History

Regatta Capital 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	$1.44M	Buy	3,342 +49	+1%	+$21.9K	0.22%	77
2025 Q4	$1.31M	Sell	3,293 -224	-6%	-$85.5K	0.2%	77
2025 Q3	$1.25M	Buy	3,517 +146	+4%	+$46.5K	0.2%	78
2025 Q2	$1.03M	Buy	3,371 +204	+6%	+$61.8K	0.18%	83
2025 Q1	$912K	Buy	3,167 +51	+2%	+$13.5K	0.18%	87
2024 Q4	$754K	Sell	3,116 -22	-0.7%	-$5.41K	0.15%	91
2024 Q3	$763K	Buy	3,138 +4	+0.1%	+$916	0.15%	97
2024 Q2	$674K	Buy	3,134 +10	+0.3%	+$2.16K	0.15%	99
2024 Q1	$643K	Hold	3,124	–	–	0.14%	96
2023 Q4	$597K	Sell	3,124 -308	-9%	-$56.4K	0.16%	98
2023 Q3	$588K	Buy	3,432 +158	+5%	+$28.3K	0.19%	89
2023 Q2	$584K	Buy	3,274 +563	+21%	+$103K	0.19%	94
2023 Q1	$460K	Hold	2,711	–	–	0.16%	108
2022 Q4	$460K	Sell	2,711 -225	-8%	-$36.2K	0.16%	108
2022 Q3	$495K	Buy	2,936 +247	+9%	+$39.7K	0.2%	100
2022 Q2	$453K	Buy	2,689 +197	+8%	+$34.4K	0.22%	94
2022 Q1	$450K	Buy	2,492 +45	+2%	+$7.89K	0.16%	110
2021 Q4	$418K	Buy	+2,447	New	+$411K	0.15%	117

Other funds holding GLD

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return