ROI Financial Advisors
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ROI Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

ROI Financial 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
Q3 		$5.97M Sell
15,671
-862
-5% -$337K 3.1% 12
2026
Q2 		$6.09M Buy
16,533
+25
+0.2% +$10.4K 3.15% 11
2026
Q1 		$7.1M Buy
16,508
+241
+1% +$108K 4.25% 8
2025
Q4 		$6.45M Buy
16,267
+594
+4% +$227K 3.7% 10
2025
Q3 		$5.57M Buy
15,673
+490
+3% +$156K 3.33% 13
2025
Q2 		$4.63M Buy
15,183
+142
+0.9% +$43K 2.94% 15
2025
Q1 		$4.33M Buy
15,041
+145
+1% +$38.3K 3.15% 13
2024
Q4 		$3.61M Buy
14,896
+665
+5% +$163K 2.46% 15
2024
Q3 		$3.46M Buy
14,231
+556
+4% +$127K 2.39% 14
2024
Q2 		$2.94M Sell
13,675
-173
-1% -$37.4K 2.14% 15
2024
Q1 		$2.85M Sell
13,848
-239
-2% -$45.9K 2.24% 15
2023
Q4 		$2.69M Buy
+14,087
New +$2.58M 2.23% 15

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

ROI Financial Advisors's GLD Position: Q3 2026 in Review

ROI Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 5.2% in Q3 2026, selling an estimated $337K and leaving 15,671 shares worth $5.97M. The position accounts for 3.1% of the portfolio, ranked #12.

ROI Financial Advisors first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.1M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • ROI Financial Advisors held 15,671 shares of SPDR Gold Trust worth $5.97M as of Q3 2026.
  • ROI Financial Advisors sold 862 SPDR Gold Trust shares in Q3 2026, an estimated $337K.
  • SPDR Gold Trust made up 3.1% of ROI Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • ROI Financial Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • ROI Financial Advisors's SPDR Gold Trust position peaked at $7.1M in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on ROI Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.