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Sage Investment Advisers’s SPDR Gold Trust GLD Stock Holding History

Sage Investment Advisers’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
Q2 		$3.44M Buy
9,334
+401
+4% +$166K 2.31% 12
2026
Q1 		$3.91M Sell
8,933
-127
-1% -$56.9K 2.9% 8
2025
Q4 		$3.59M Buy
+9,060
New +$3.46M 2.69% 12
2024
Q3 		$2.15M Buy
8,844
+99
+1% +$22.7K 2.25% 16
2024
Q2 		$1.88M Buy
8,745
+212
+2% +$45.9K 2.13% 17
2024
Q1 		$1.76M Buy
8,533
+55
+0.6% +$10.6K 2.01% 17
2023
Q4 		$1.62M Sell
8,478
-3,517
-29% -$645K 1.97% 18
2023
Q3 		$2.06M Sell
11,995
-475
-4% -$84.9K 2.82% 12
2023
Q2 		$2.22M Sell
12,470
-886
-7% -$163K 2.97% 9
2023
Q1 		$2.45M Buy
13,356
+432
+3% +$76K 3.27% 8
2022
Q4 		$2.19M Buy
12,924
+516
+4% +$83.1K 3.13% 8
2022
Q3 		$1.92M Buy
12,408
+599
+5% +$96.3K 3.03% 9
2022
Q2 		$1.99M Buy
11,809
+809
+7% +$141K 3.11% 8
2022
Q1 		$1.99M Buy
11,000
+616
+6% +$108K 2.63% 11
2021
Q4 		$1.77M Buy
+10,384
New +$1.74M 2.28% 13

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sage Investment Advisers's GLD Position: Q2 2026 in Review

Sage Investment Advisers increased its SPDR Gold Trust (GLD) stake by 4.5% in Q2 2026, buying an estimated $166K and bringing the position to 9,334 shares worth $3.44M. The position accounts for 2.31% of the portfolio, ranked #12.

Sage Investment Advisers first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.91M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sage Investment Advisers held 9,334 shares of SPDR Gold Trust worth $3.44M as of Q2 2026.
  • Sage Investment Advisers bought 401 SPDR Gold Trust shares in Q2 2026, an estimated $166K.
  • SPDR Gold Trust made up 2.31% of Sage Investment Advisers's portfolio in Q2 2026, its #12 holding.
  • Sage Investment Advisers first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's SPDR Gold Trust position peaked at $3.91M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.