SVWAG
GLD icon

Sound View Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History

Sound View Wealth Advisors Group’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 		$7.63M Buy
17,735
+1,297
+8% +$581K 0.52% 51
2025
Q4 		$6.51M Buy
16,438
+112
+0.7% +$42.8K 0.44% 57
2025
Q3 		$5.8M Buy
16,326
+306
+2% +$97.5K 0.4% 61
2025
Q2 		$4.88M Buy
16,020
+1,003
+7% +$304K 0.36% 68
2025
Q1 		$4.33M Buy
15,017
+332
+2% +$87.8K 0.36% 64
2024
Q4 		$3.56M Buy
14,685
+2,032
+16% +$499K 0.29% 76
2024
Q3 		$3.08M Buy
12,653
+372
+3% +$85.2K 0.25% 90
2024
Q2 		$2.64M Buy
12,281
+376
+3% +$81.3K 0.27% 78
2024
Q1 		$2.45M Sell
11,905
-161
-1% -$30.9K 0.26% 92
2023
Q4 		$2.31M Sell
12,066
-17
-0.1% -$3.12K 0.25% 98
2023
Q3 		$2.07M Buy
12,083
+452
+4% +$80.8K 0.26% 90
2023
Q2 		$2.07M Buy
11,631
+709
+6% +$130K 0.27% 87
2023
Q1 		$2M Sell
10,922
-1,144
-9% -$201K 0.27% 87
2022
Q4 		$2.31M Buy
12,066
+8,750
+264% +$1.41M 0.25% 98
2022
Q3 		$513K Sell
3,316
-300
-8% -$48.2K 0.12% 159
2022
Q2 		$609K Sell
3,616
-27
-0.7% -$4.71K 0.13% 148
2022
Q1 		$658K Buy
3,643
+377
+12% +$66.1K 0.13% 149
2021
Q4 		$558K Buy
3,266
+208
+7% +$34.9K 0.11% 170
2021
Q3 		$502K Sell
3,058
-579
-16% -$96.9K 0.1% 172
2021
Q2 		$602K Hold
3,637
– – 0.13% 153
2021
Q1 		$582K Buy
3,637
+720
+25% +$121K 0.14% 143
2020
Q4 		$520K Sell
2,917
-33
-1% -$5.81K 0.13% 147
2020
Q3 		$523K Buy
2,950
+168
+6% +$30.2K 0.14% 139
2020
Q2 		$466K Buy
2,782
+165
+6% +$26.6K 0.13% 136
2020
Q1 		$387K Hold
2,617
– – 0.13% 141
2019
Q4 		$374K Sell
2,617
-1,047
-29% -$146K 0.11% 166
2019
Q3 		$509K Buy
3,664
+1,184
+48% +$165K 0.15% 138
2019
Q2 		$330K Buy
+2,480
New +$307K 0.1% 180

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

Sound View Wealth Advisors Group's GLD Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its SPDR Gold Trust (GLD) stake by 7.9% in Q1 2026, buying an estimated $581K and bringing the position to 17,735 shares worth $7.63M. The position accounts for 0.52% of the portfolio, ranked #51.

Sound View Wealth Advisors Group first reported a position in GLD in Q2 2019 and has held it in 28 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Sound View Wealth Advisors Group held 17,735 shares of SPDR Gold Trust worth $7.63M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,297 SPDR Gold Trust shares in Q1 2026, an estimated $581K.
  • SPDR Gold Trust made up 0.52% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #51 holding.
  • Sound View Wealth Advisors Group first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 28 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.