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

RIA 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 Q2	$1.46M	Buy	3,963 +30	+0.8%	+$12.4K	0.32%	48
2026 Q1	$1.69M	Buy	3,933 +2,114	+116%	+$947K	0.4%	39
2025 Q4	$721K	Buy	+1,819	New	+$695K	0.17%	81
2024 Q1	–	Sell	-781	Closed	-$294K	–	157
2023 Q4	$294K	Buy	+781	New	+$143K	0.12%	91
2023 Q3	–	Sell	-1,144	Closed	-$204K	–	123
2023 Q2	$204K	Buy	+1,144	New	+$210K	0.09%	110

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIA Advisory Group's GLD Position: Q2 2026 in Review

RIA Advisory Group increased its SPDR Gold Trust (GLD) stake by 0.76% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,963 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #48.

RIA Advisory Group first reported a position in GLD in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.69M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

RIA Advisory Group held 3,963 shares of SPDR Gold Trust worth $1.46M as of Q2 2026.
RIA Advisory Group bought 30 SPDR Gold Trust shares in Q2 2026, an estimated $12.4K.
SPDR Gold Trust made up 0.32% of RIA Advisory Group's portfolio in Q2 2026, its #48 holding.
RIA Advisory Group first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 5 quarters since.
RIA Advisory Group's SPDR Gold Trust position peaked at $1.69M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.