SageView Advisory Group’s SPDR Gold Trust GLD Stock Holding History

SageView 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 Q2	$1.03M	Buy	2,796 +19	+0.7%	+$7.87K	0.03%	243
2026 Q1	$1.19M	Buy	2,777 +189	+7%	+$84.6K	0.04%	210
2025 Q4	$1.03M	Sell	2,588 -1,335	-34%	-$510K	0.03%	252
2025 Q3	$1.39M	Sell	3,923 -525	-12%	-$167K	0.05%	225
2025 Q2	$1.36M	Sell	4,448 -54	-1%	-$16.4K	0.05%	202
2025 Q1	$1.3M	Sell	4,502 -388	-8%	-$103K	0.06%	190
2024 Q4	$1.18M	Buy	4,890 +742	+18%	+$182K	0.05%	201
2024 Q3	$1.01M	Sell	4,148 -140	-3%	-$32.1K	0.05%	195
2024 Q2	$922K	Buy	+4,288	New	+$927K	0.04%	234
2024 Q1	–	Sell	-10,583	Closed	-$2M	–	603
2023 Q4	$2M	Buy	10,583 +2,784	+36%	+$510K	0.09%	142
2023 Q3	$1.34M	Sell	7,799 -460	-6%	-$82.2K	0.08%	174
2023 Q2	$1.47M	Buy	8,259 +3,782	+84%	+$695K	0.08%	164
2023 Q1	$820K	Buy	4,477 +379	+9%	+$66.7K	0.05%	239
2022 Q4	$695K	Buy	+4,098	New	+$660K	0.06%	199

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageView Advisory Group's GLD Position: Q2 2026 in Review

SageView Advisory Group increased its SPDR Gold Trust (GLD) stake by 0.68% in Q2 2026, buying an estimated $7.87K and bringing the position to 2,796 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #243.

SageView Advisory Group first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2M in Q4 2023. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SageView Advisory Group held 2,796 shares of SPDR Gold Trust worth $1.03M as of Q2 2026.
SageView Advisory Group bought 19 SPDR Gold Trust shares in Q2 2026, an estimated $7.87K.
SPDR Gold Trust made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #243 holding.
SageView Advisory Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's SPDR Gold Trust position peaked at $2M in Q4 2023.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.