SOA Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

SOA Wealth 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
2026 Q1	$195K	Sell	454 -1	-0.2%	-$448	0.04%	201
2025 Q4	$180K	Hold	455	–	–	0.03%	214
2025 Q3	$162K	Buy	455 +243	+115%	+$77.4K	0.03%	229
2025 Q2	$64.6K	Hold	212	–	–	0.01%	325
2025 Q1	$61.1K	Sell	212 -10	-5%	-$2.64K	0.01%	314
2024 Q4	$53.8K	Buy	222 +28	+14%	+$6.88K	0.01%	318
2024 Q3	$47.2K	Buy	194 +68	+54%	+$15.6K	0.01%	326
2024 Q2	$27.1K	Hold	126	–	–	0.01%	391
2024 Q1	$25.9K	Hold	126	–	–	0.01%	402
2023 Q4	$24.1K	Hold	126	–	–	0.01%	396
2023 Q3	$21.6K	Hold	126	–	–	0.01%	405
2023 Q2	$22.5K	Hold	126	–	–	0.01%	414
2023 Q1	$23.1K	Hold	126	–	–	0.01%	402
2022 Q4	$21.4K	Hold	126	–	–	0.01%	394
2022 Q3	$19K	Hold	126	–	–	0.01%	398
2022 Q2	$21K	Hold	126	–	–	0.01%	377
2022 Q1	$22K	Hold	126	–	–	0.01%	453
2021 Q4	$21K	Hold	126	–	–	0.01%	438
2021 Q3	$20K	Sell	126 -141	-53%	-$23.6K	0.01%	455
2021 Q2	$44K	Hold	267	–	–	0.01%	318
2021 Q1	$42K	Hold	267	–	–	0.01%	292
2020 Q4	$46K	Buy	+267	New	+$47K	0.01%	275

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOA Wealth Advisors's GLD Position: Q1 2026 in Review

SOA Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.22% in Q1 2026, selling an estimated $448 and leaving 454 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #201.

SOA Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SOA Wealth Advisors held 454 shares of SPDR Gold Trust worth $195K as of Q1 2026.
SOA Wealth Advisors sold 1 SPDR Gold Trust share in Q1 2026, an estimated $448.
SPDR Gold Trust made up 0.04% of SOA Wealth Advisors's portfolio in Q1 2026, its #201 holding.
SOA Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.