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
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

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

SageView Advisory Group's GLD Position: Q4 2025 in Review

SageView Advisory Group reduced its SPDR Gold Trust (GLD) stake by 34% in Q4 2025, selling an estimated $510K and leaving 2,588 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #252.

SageView Advisory Group first reported a position in GLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $2M in Q4 2023. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

SageView Advisory Group held 2,588 shares of SPDR Gold Trust worth $1.03M as of Q4 2025.
SageView Advisory Group sold 1,335 SPDR Gold Trust shares in Q4 2025, an estimated $510K.
SPDR Gold Trust made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #252 holding.
SageView Advisory Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's SPDR Gold Trust position peaked at $2M in Q4 2023.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.