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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 		– Sell
-100
Closed -$755 – 1171
2025
Q4 		$755 Buy
+100
New +$38.2K ﹤0.01% 1016

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
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.