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 Q2	$8.31M	Sell	22,562 -904	-4%	-$375K	0.18%	103
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 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

Savvy Advisors Inc's GLD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its SPDR Gold Trust (GLD) stake by 3.9% in Q2 2026, selling an estimated $375K and leaving 22,562 shares worth $8.31M. The position accounts for 0.18% of the portfolio, ranked #103.

Savvy Advisors Inc first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Savvy Advisors Inc held 22,562 shares of SPDR Gold Trust worth $8.31M as of Q2 2026.
Savvy Advisors Inc sold 904 SPDR Gold Trust shares in Q2 2026, an estimated $375K.
SPDR Gold Trust made up 0.18% of Savvy Advisors Inc's portfolio in Q2 2026, its #103 holding.
Savvy Advisors Inc first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's SPDR Gold Trust position peaked at $10.1M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.