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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
Q2 		$184K Buy
+500
New +$207K 0.01% 629

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

Soltis Investment Advisors's GLD Position: Q2 2026 in Review

Soltis Investment Advisors increased its SPDR Gold Trust (GLD) stake by 24% in Q2 2026, buying an estimated $554K and bringing the position to 6,992 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #142.

Soltis Investment Advisors first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Soltis Investment Advisors held 6,992 shares of SPDR Gold Trust worth $2.58M as of Q2 2026.
  • Soltis Investment Advisors bought 1,338 SPDR Gold Trust shares in Q2 2026, an estimated $554K.
  • SPDR Gold Trust made up 0.14% of Soltis Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Soltis Investment Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.