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Soltis Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Soltis 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
2026
Q1 		$2.43M Sell
5,654
-166
-3% -$74.3K 0.15% 136
2025
Q4 		$2.31M Buy
5,820
+551
+10% +$210K 0.15% 132
2025
Q3 		$1.87M Sell
5,269
-134
-2% -$42.7K 0.13% 145
2025
Q2 		$1.65M Buy
5,403
+1,638
+44% +$496K 0.13% 138
2025
Q1 		$1.08M Sell
3,765
-1,207
-24% -$319K 0.1% 164
2024
Q4 		$1.2M Buy
4,972
+1,658
+50% +$407K 0.11% 156
2024
Q3 		$806K Buy
3,314
+141
+4% +$32.3K 0.08% 169
2024
Q2 		$682K Buy
3,173
+475
+18% +$103K 0.07% 178
2024
Q1 		$555K Sell
2,698
-122
-4% -$23.4K 0.06% 194
2023
Q4 		$539K Sell
2,820
-111
-4% -$20.3K 0.06% 180
2023
Q3 		$503K Sell
2,931
-225
-7% -$40.2K 0.06% 171
2023
Q2 		$563K Sell
3,156
-1,291
-29% -$237K 0.07% 162
2023
Q1 		$815K Buy
4,447
+910
+26% +$160K 0.1% 140
2022
Q4 		$600K Sell
3,537
-1,197
-25% -$193K 0.08% 155
2022
Q3 		$732K Buy
4,734
+38
+0.8% +$6.11K 0.11% 139
2022
Q2 		$791K Sell
4,696
-112
-2% -$19.6K 0.11% 138
2022
Q1 		$869K Buy
4,808
+848
+21% +$149K 0.12% 134
2021
Q4 		$677K Sell
3,960
-422
-10% -$70.8K 0.1% 149
2021
Q3 		$720K Sell
4,382
-4
-0.1% -$670 0.11% 138
2021
Q2 		$726K Buy
4,386
+37
+0.9% +$6.29K 0.12% 137
2021
Q1 		$696K Sell
4,349
-1,536
-26% -$258K 0.13% 124
2020
Q4 		$1.05M Buy
5,885
+467
+9% +$82.2K 0.19% 87
2020
Q3 		$960K Buy
5,418
+1,165
+27% +$209K 0.23% 82
2020
Q2 		$712K Buy
4,253
+267
+7% +$43.1K 0.18% 87
2020
Q1 		$590K Sell
3,986
-405
-9% -$60.3K 0.18% 67
2019
Q4 		$627K Buy
+4,391
New +$614K 0.12% 70

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Soltis Investment Advisors's GLD Position: Q1 2026 in Review

Soltis Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 2.9% in Q1 2026, selling an estimated $74.3K and leaving 5,654 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #136.

Soltis Investment Advisors first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Soltis Investment Advisors held 5,654 shares of SPDR Gold Trust worth $2.43M as of Q1 2026.
  • Soltis Investment Advisors sold 166 SPDR Gold Trust shares in Q1 2026, an estimated $74.3K.
  • SPDR Gold Trust made up 0.15% of Soltis Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Soltis Investment Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.