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Sheaff Brock Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$692K Buy
2,403
+293
+14% +$77.5K 0.06% 219
2024
Q4 		$511K Buy
2,110
+240
+13% +$59K 0.04% 252
2024
Q3 		$455K Buy
1,870
+107
+6% +$24.5K 0.04% 265
2024
Q2 		$379K Sell
1,763
-265
-13% -$57.3K 0.04% 289
2024
Q1 		$417K Buy
2,028
+100
+5% +$19.2K 0.03% 308
2023
Q4 		$369K Buy
1,928
+280
+17% +$51.3K 0.03% 311
2023
Q3 		$283K Sell
1,648
-150
-8% -$26.8K 0.03% 336
2023
Q2 		$321K Buy
1,798
+450
+33% +$82.7K 0.03% 333
2023
Q1 		$247K Buy
1,348
+133
+11% +$23.4K 0.02% 392
2022
Q4 		$206K Buy
+1,215
New +$196K 0.02% 407
2022
Q3 		– Sell
-1,232
Closed -$208K – 503
2022
Q2 		$208K Sell
1,232
-860
-41% -$150K 0.02% 410
2022
Q1 		$378K Buy
2,092
+810
+63% +$142K 0.03% 325
2021
Q4 		$219K Sell
1,282
-171
-12% -$28.7K 0.01% 466
2021
Q3 		$238K Sell
1,453
-250
-15% -$41.9K 0.02% 445
2021
Q2 		$282K Sell
1,703
-35
-2% -$5.95K 0.02% 377
2021
Q1 		$278K Buy
1,738
+571
+49% +$96K 0.02% 367
2020
Q4 		$208K Sell
1,167
-10
-0.8% -$1.76K 0.02% 417
2020
Q3 		$208K Buy
+1,177
New +$212K 0.02% 383
2018
Q4 		– Sell
-1,937
Closed -$218K – 494
2018
Q3 		$218K Buy
1,937
+200
+12% +$22.9K 0.02% 424
2018
Q2 		$206K Hold
1,737
– – 0.02% 454
2018
Q1 		$218K Buy
+1,737
New +$219K 0.02% 446
2017
Q3 		– Sell
-1,987
Closed -$235K – 587
2017
Q2 		$235K Sell
1,987
-259
-12% -$31K 0.03% 458
2017
Q1 		$267K Buy
2,246
+325
+17% +$37.8K 0.03% 427
2016
Q4 		$211K Buy
+1,921
New +$223K 0.03% 502
2016
Q2 		– Sell
-5,227
Closed -$615K – 611
2016
Q1 		$615K Sell
5,227
-4,125
-44% -$467K 0.08% 251
2015
Q4 		$949K Buy
+9,352
New +$989K 0.11% 188

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Sheaff Brock Investment Advisors's GLD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2025, buying an estimated $77.5K and bringing the position to 2,403 shares worth $692K. The position accounts for 0.06% of the portfolio, ranked #219.

Sheaff Brock Investment Advisors first reported a position in GLD in Q4 2015 and has held it in 26 quarters since. The position peaked at $949K in Q4 2015. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,403 shares of SPDR Gold Trust worth $692K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 293 SPDR Gold Trust shares in Q1 2025, an estimated $77.5K.
  • SPDR Gold Trust made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #219 holding.
  • Sheaff Brock Investment Advisors first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's SPDR Gold Trust position peaked at $949K in Q4 2015.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.