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 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

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

ROI Financial Advisors's GLD Position: Q1 2026 in Review

ROI Financial Advisors increased its SPDR Gold Trust (GLD) stake by 1.5% in Q1 2026, buying an estimated $108K and bringing the position to 16,508 shares worth $7.1M. The position accounts for 4.25% of the portfolio, ranked #8.

ROI Financial Advisors first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

ROI Financial Advisors held 16,508 shares of SPDR Gold Trust worth $7.1M as of Q1 2026.
ROI Financial Advisors bought 241 SPDR Gold Trust shares in Q1 2026, an estimated $108K.
SPDR Gold Trust made up 4.25% of ROI Financial Advisors's portfolio in Q1 2026, its #8 holding.
ROI Financial Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.