SMI Advisory Services’s SPDR Gold Trust GLD Stock Holding History

SMI Advisory Services’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	$1.12M	Sell	2,939 -113,066	-97%	-$46.8M	0.18%	27
2026 Q1	$49.6M	Sell	116,005 -5,374	-4%	-$2.41M	8.17%	4
2025 Q4	$51.2M	Sell	121,379 -5,937	-5%	-$2.27M	8.83%	4
2025 Q3	$45.5M	Sell	127,316 -7,128	-5%	-$2.27M	8.61%	3
2025 Q2	$41.4M	Sell	134,444 -4,527	-3%	-$1.37M	8.01%	3
2025 Q1	$38M	Buy	138,971 +91,629	+194%	+$24.2M	8.6%	4
2024 Q4	$11.6M	Sell	47,342 -20,392	-30%	-$5.01M	2.68%	9
2024 Q3	$16.6M	Buy	67,734 +1,841	+3%	+$422K	3.67%	7
2024 Q2	$14.4M	Buy	65,893 +21,784	+49%	+$4.71M	3.56%	9
2024 Q1	$9.6M	Buy	44,109 +41,481	+1,578%	+$7.96M	2.69%	11
2023 Q4	$494K	Sell	2,628 -43	-2%	-$7.88K	0.12%	33
2023 Q3	$479K	Buy	+2,671	New	+$478K	0.18%	32
2023 Q1	$244K	Buy	1,436 +115	+9%	+$20.2K	0.08%	38
2022 Q4	$204K	Buy	+1,321	New	+$213K	0.07%	39
2022 Q3	–	Sell	-1,577	Closed	-$266K	–	38
2022 Q2	$266K	Sell	1,577 -611	-28%	-$107K	0.09%	32
2022 Q1	$395K	Buy	2,188 +832	+61%	+$146K	0.14%	28
2021 Q4	$232K	Buy	+1,356	New	+$228K	0.09%	32

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

SMI Advisory Services's GLD Position: Q2 2026 in Review

SMI Advisory Services reduced its SPDR Gold Trust (GLD) stake by 97% in Q2 2026, selling an estimated $46.8M and leaving 2,939 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #27.

SMI Advisory Services first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $51.2M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SMI Advisory Services held 2,939 shares of SPDR Gold Trust worth $1.12M as of Q2 2026.
SMI Advisory Services sold 113,066 SPDR Gold Trust shares in Q2 2026, an estimated $46.8M.
SPDR Gold Trust made up 0.18% of SMI Advisory Services's portfolio in Q2 2026, its #27 holding.
SMI Advisory Services first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
SMI Advisory Services's SPDR Gold Trust position peaked at $51.2M in Q4 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.