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Savvy Advisors Inc’s SPDR Gold Trust GLD Stock Holding History

Savvy Advisors Inc’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 		$10.1M Buy
23,466
+5,071
+28% +$2.27M 0.27% 72
2025
Q4 		$7.29M Buy
18,395
+2,679
+17% +$1.02M 0.24% 74
2025
Q3 		$5.59M Buy
15,716
+300
+2% +$95.6K 0.26% 71
2025
Q2 		$4.7M Buy
15,416
+395
+3% +$120K 0.31% 57
2025
Q1 		$4.33M Sell
15,021
-1,347
-8% -$356K 0.44% 42
2024
Q4 		$3.96M Buy
16,368
+9,377
+134% +$2.3M 0.48% 37
2024
Q3 		$1.7M Buy
6,991
+2,510
+56% +$575K 0.35% 60
2024
Q2 		$963K Buy
4,481
+748
+20% +$162K 0.31% 75
2024
Q1 		$768K Buy
3,733
+32
+0.9% +$6.14K 0.44% 54
2023
Q4 		$708K Buy
+3,701
New +$678K 0.69% 34

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savvy Advisors Inc's GLD Position: Q1 2026 in Review

Savvy Advisors Inc increased its SPDR Gold Trust (GLD) stake by 28% in Q1 2026, buying an estimated $2.27M and bringing the position to 23,466 shares worth $10.1M. The position accounts for 0.27% of the portfolio, ranked #72.

Savvy Advisors Inc first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Savvy Advisors Inc held 23,466 shares of SPDR Gold Trust worth $10.1M as of Q1 2026.
  • Savvy Advisors Inc bought 5,071 SPDR Gold Trust shares in Q1 2026, an estimated $2.27M.
  • SPDR Gold Trust made up 0.27% of Savvy Advisors Inc's portfolio in Q1 2026, its #72 holding.
  • Savvy Advisors Inc first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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