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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
2020
Q3 		– Sell
-2,200
Closed -$368K – 480
2020
Q2 		$368K Buy
+2,200
New +$355K 0.04% 263
2018
Q2 		– Sell
-2,000
Closed -$252K – 557
2018
Q1 		$252K Buy
+2,000
New +$252K 0.03% 406

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.