Sage Advisors’s SPDR Gold Trust GLD Stock Holding History

Sage 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	$219K	Buy	+553	New	+$211K	0.15%	45

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Sage Advisors's GLD Position: Q4 2025 in Review

Sage Advisors opened a new position in SPDR Gold Trust (GLD) in Q4 2025: 553 shares worth $219K. The stake represents 0.15% of the portfolio and ranks #45 among its holdings.

3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Sage Advisors held 553 shares of SPDR Gold Trust worth $219K as of Q4 2025.
SPDR Gold Trust was a new Sage Advisors position in Q4 2025.
SPDR Gold Trust made up 0.15% of Sage Advisors's portfolio in Q4 2025, its #45 holding.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.