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 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 $1.37T 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

RIA Advisory Group's GLD Position: Q1 2026 in Review

RIA Advisory Group increased its SPDR Gold Trust (GLD) stake by 116% in Q1 2026, buying an estimated $947K and bringing the position to 3,933 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #39.

RIA Advisory Group first reported a position in GLD in Q2 2023 and has held it in 4 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

RIA Advisory Group held 3,933 shares of SPDR Gold Trust worth $1.69M as of Q1 2026.
RIA Advisory Group bought 2,114 SPDR Gold Trust shares in Q1 2026, an estimated $947K.
SPDR Gold Trust made up 0.4% of RIA Advisory Group's portfolio in Q1 2026, its #39 holding.
RIA Advisory Group first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 4 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.