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 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 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

Sage Mountain Advisors's GLD Position: Q1 2026 in Review

Sage Mountain Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,994 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #85.

Sage Mountain Advisors first reported a position in GLD in Q2 2021 and has held it in 12 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sage Mountain Advisors held 2,994 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
Sage Mountain Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #85 holding.
Sage Mountain Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 12 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.