Satovsky Asset Management’s SPDR Gold Trust GLD Stock Holding History

Satovsky Asset Management’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	$476K	Sell	1,106 -12	-1%	-$5.37K	0.08%	35
2025 Q4	$443K	Sell	1,118 -36	-3%	-$13.7K	0.09%	33
2025 Q3	$410K	Hold	1,154	–	–	0.08%	34
2025 Q2	$352K	Hold	1,154	–	–	0.07%	34
2025 Q1	$332K	Hold	1,154	–	–	0.07%	35
2024 Q4	$279K	Buy	1,154 +30	+3%	+$7.37K	0.06%	37
2024 Q3	$273K	Hold	1,124	–	–	0.06%	38
2024 Q2	$242K	Hold	1,124	–	–	0.06%	37
2024 Q1	$231K	Hold	1,124	–	–	0.07%	42
2023 Q4	$215K	Buy	+1,124	New	+$206K	0.07%	46
2023 Q3	–	Sell	-1,148	Closed	-$205K	–	42
2023 Q2	$205K	Hold	1,148	–	–	0.07%	44
2023 Q1	$210K	Buy	+1,148	New	+$202K	0.08%	38
2022 Q2	–	Sell	-1,140	Closed	-$206K	–	37
2022 Q1	$206K	Sell	1,140 -237	-17%	-$41.6K	0.14%	35
2021 Q4	$235K	Hold	1,377	–	–	0.16%	28
2021 Q3	$226K	Hold	1,377	–	–	0.17%	25
2021 Q2	$228K	Hold	1,377	–	–	0.17%	27
2021 Q1	$220K	Hold	1,377	–	–	0.19%	25
2020 Q4	$246K	Buy	+1,377	New	+$242K	0.23%	21

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

Satovsky Asset Management's GLD Position: Q1 2026 in Review

Satovsky Asset Management reduced its SPDR Gold Trust (GLD) stake by 1.1% in Q1 2026, selling an estimated $5.37K and leaving 1,106 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #35.

Satovsky Asset Management first reported a position in GLD in Q4 2020 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Satovsky Asset Management held 1,106 shares of SPDR Gold Trust worth $476K as of Q1 2026.
Satovsky Asset Management sold 12 SPDR Gold Trust shares in Q1 2026, an estimated $5.37K.
SPDR Gold Trust made up 0.08% of Satovsky Asset Management's portfolio in Q1 2026, its #35 holding.
Satovsky Asset Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.