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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
Q2 		$146K Sell
397
-57
-13% -$23.6K 0.02% 245
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
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

SOA Wealth Advisors's GLD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, selling an estimated $23.6K and leaving 397 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #245.

SOA Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $195K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SOA Wealth Advisors held 397 shares of SPDR Gold Trust worth $146K as of Q2 2026.
  • SOA Wealth Advisors sold 57 SPDR Gold Trust shares in Q2 2026, an estimated $23.6K.
  • SPDR Gold Trust made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • SOA Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's SPDR Gold Trust position peaked at $195K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.