Sovran Advisors’s SPDR Gold Trust GLD Stock Holding History

Sovran 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	$10.2M	Sell	23,972 -80	-0.3%	-$35.8K	0.8%	27
2025 Q4	$10.2M	Sell	24,052 -3,001	-11%	-$1.15M	0.87%	23
2025 Q3	$10M	Sell	27,053 -6,171	-19%	-$1.97M	0.88%	23
2025 Q2	$10.1M	Buy	33,224 +5,084	+18%	+$1.54M	1.06%	20
2025 Q1	$8.61M	Buy	28,140 +1,092	+4%	+$289K	1.12%	20
2024 Q4	$6.68M	Buy	+27,048	New	+$6.65M	0.95%	23

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

Sovran Advisors's GLD Position: Q1 2026 in Review

Sovran Advisors reduced its SPDR Gold Trust (GLD) stake by 0.33% in Q1 2026, selling an estimated $35.8K and leaving 23,972 shares worth $10.2M. The position accounts for 0.8% of the portfolio, ranked #27.

Sovran Advisors first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sovran Advisors held 23,972 shares of SPDR Gold Trust worth $10.2M as of Q1 2026.
Sovran Advisors sold 80 SPDR Gold Trust shares in Q1 2026, an estimated $35.8K.
SPDR Gold Trust made up 0.8% of Sovran Advisors's portfolio in Q1 2026, its #27 holding.
Sovran Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's SPDR Gold Trust position peaked at $10.2M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.