Rise Advisors’s SPDR Gold Trust GLD Stock Holding History

Rise 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
2025 Q4	–	Sell	-49	Closed	-$17.4K	–	639
2025 Q3	$17.4K	Hold	49	–	–	0.01%	663
2025 Q2	$14.9K	Hold	49	–	–	0.01%	726
2025 Q1	$14.1K	Buy	49 +4	+9%	+$1.06K	0.01%	744
2024 Q4	$10.9K	Hold	45	–	–	0.01%	960
2024 Q3	$10.9K	Hold	45	–	–	0.01%	989
2024 Q2	$9.68K	Hold	45	–	–	0.01%	1026
2024 Q1	$9.26K	Hold	45	–	–	﹤0.01%	1053
2023 Q4	$8.6K	Hold	45	–	–	0.01%	333
2023 Q3	$7.71K	Sell	45 -82	-65%	-$14.7K	0.01%	332
2023 Q2	$22.6K	Sell	127 -88	-41%	-$16.2K	0.02%	222
2023 Q1	$39.4K	Buy	215 +88	+69%	+$15.5K	0.03%	174
2022 Q4	$21.5K	Hold	127	–	–	0.02%	239
2022 Q3	$20K	Sell	127 -60	-32%	-$9.65K	0.02%	243
2022 Q2	$32K	Buy	187 +142	+316%	+$24.8K	0.03%	184
2022 Q1	$8K	Sell	45 -150	-77%	-$26.3K	0.01%	358
2021 Q4	$33.3K	Buy	+195	New	+$32.7K	0.03%	190

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rise Advisors's GLD Position: Q4 2025 in Review

Rise Advisors sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 49 shares — an estimated $17.4K sold.

Rise Advisors first reported a position in GLD in Q4 2021 and held it in 16 quarters. The position peaked at $39.4K in Q1 2023. 3,084 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Rise Advisors reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 49 SPDR Gold Trust shares in Q4 2025, an estimated $17.4K.
Rise Advisors first reported a position in SPDR Gold Trust in Q4 2021 and held it in 16 quarters.
Rise Advisors's SPDR Gold Trust position peaked at $39.4K in Q1 2023.
3,084 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.