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Sage Mountain Advisors’s SPDR Gold Trust GLD Stock Holding History

Sage Mountain 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
Q2 		$1.1M Hold
2,994
– – 0.07% 94
2026
Q1 		$1.29M Hold
2,994
– – 0.09% 85
2025
Q4 		$1.19M Buy
2,994
+500
+20% +$191K 0.06% 144
2025
Q3 		$887K Buy
2,494
+393
+19% +$125K 0.05% 180
2025
Q2 		$640K Hold
2,101
– – 0.04% 200
2025
Q1 		$605K Hold
2,101
– – 0.04% 190
2024
Q4 		$509K Buy
2,101
+600
+40% +$147K 0.04% 210
2024
Q3 		$365K Sell
1,501
-330
-18% -$75.6K 0.03% 249
2024
Q2 		$394K Buy
1,831
+515
+39% +$111K 0.04% 209
2024
Q1 		$271K Buy
+1,316
New +$253K 0.03% 258
2022
Q1 		– Sell
-2,211
Closed -$378K – 653
2021
Q4 		$378K Buy
2,211
+507
+30% +$85.1K 0.05% 380
2021
Q3 		$280K Sell
1,704
-637
-27% -$107K 0.04% 373
2021
Q2 		$388K Buy
+2,341
New +$398K 0.06% 271

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sage Mountain Advisors's GLD Position: Q2 2026 in Review

Sage Mountain Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,994 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #94.

Sage Mountain Advisors first reported a position in GLD in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sage Mountain Advisors held 2,994 shares of SPDR Gold Trust worth $1.1M as of Q2 2026.
  • Sage Mountain Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.07% of Sage Mountain Advisors's portfolio in Q2 2026, its #94 holding.
  • Sage Mountain Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 13 quarters since.
  • Sage Mountain Advisors's SPDR Gold Trust position peaked at $1.29M in Q1 2026.
  • 3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.