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Safeguard Investment Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Safeguard Investment 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 		$868K Buy
2,017
+157
+8% +$70.3K 0.24% 46
2025
Q4 		$737K Buy
1,860
+109
+6% +$41.6K 0.19% 53
2025
Q3 		$622K Sell
1,751
-41
-2% -$13.1K 0.15% 66
2025
Q2 		$546K Sell
1,792
-104
-5% -$31.5K 0.14% 72
2025
Q1 		$546K Sell
1,896
-9
-0.5% -$2.38K 0.15% 64
2024
Q4 		$461K Buy
1,905
+37
+2% +$9.09K 0.13% 62
2024
Q3 		$454K Sell
1,868
-44
-2% -$10.1K 0.13% 61
2024
Q2 		$411K Sell
1,912
-79
-4% -$17.1K 0.13% 62
2024
Q1 		$410K Sell
1,991
-239
-11% -$45.9K 0.14% 61
2023
Q4 		$426K Sell
2,230
-1,407
-39% -$258K 0.16% 57
2023
Q3 		$624K Sell
3,637
-287
-7% -$51.3K 0.27% 42
2023
Q2 		$700K Sell
3,924
-1,592
-29% -$293K 0.3% 41
2023
Q1 		$1.01M Sell
5,516
-8,062
-59% -$1.42M 0.49% 35
2022
Q4 		$2.3M Sell
13,578
-8,147
-38% -$1.31M 1.42% 18
2022
Q3 		$3.36M Sell
21,725
-8,378
-28% -$1.35M 2.3% 14
2022
Q2 		$5.44M Hold
30,103
– – 3.35% 9
2022
Q1 		$5.44M Sell
30,103
-2,832
-9% -$497K 3.71% 8
2021
Q4 		$5.63M Buy
32,935
+1,299
+4% +$218K 3.28% 8
2021
Q3 		$5.2M Buy
31,636
+4,925
+18% +$824K 3.36% 9
2021
Q2 		$4.42M Buy
26,711
+6,378
+31% +$1.08M 3.15% 10
2021
Q1 		$3.25M Buy
20,333
+7,104
+54% +$1.19M 2.9% 10
2020
Q4 		$2.36M Buy
+13,229
New +$2.33M 2.09% 10

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Investment Advisory Group's GLD Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its SPDR Gold Trust (GLD) stake by 8.4% in Q1 2026, buying an estimated $70.3K and bringing the position to 2,017 shares worth $868K. The position accounts for 0.24% of the portfolio, ranked #46.

Safeguard Investment Advisory Group first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.63M in Q4 2021. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Safeguard Investment Advisory Group held 2,017 shares of SPDR Gold Trust worth $868K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 157 SPDR Gold Trust shares in Q1 2026, an estimated $70.3K.
  • SPDR Gold Trust made up 0.24% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #46 holding.
  • Safeguard Investment Advisory Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's SPDR Gold Trust position peaked at $5.63M in Q4 2021.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.