Spectrum Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Spectrum Wealth Advisory 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	$837K	Sell	1,945 -51	-3%	-$22.8K	0.31%	35
2025 Q4	$791K	Buy	1,996 +368	+23%	+$141K	0.29%	32
2025 Q3	$579K	Sell	1,628 -5	-0.3%	-$1.59K	0.24%	36
2025 Q2	$498K	Hold	1,633	–	–	0.23%	37
2025 Q1	$471K	Buy	1,633 +10	+0.6%	+$2.64K	0.23%	34
2024 Q4	$393K	Buy	1,623 +8	+0.5%	+$1.97K	0.19%	39
2024 Q3	$393K	Hold	1,615	–	–	0.22%	34
2024 Q2	$347K	Buy	1,615 +208	+15%	+$45K	0.37%	26
2024 Q1	$289K	Hold	1,407	–	–	0.33%	26
2023 Q4	$269K	Hold	1,407	–	–	0.33%	26
2023 Q3	$241K	Buy	+1,407	New	+$252K	0.33%	27

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

Spectrum Wealth Advisory Group's GLD Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its SPDR Gold Trust (GLD) stake by 2.6% in Q1 2026, selling an estimated $22.8K and leaving 1,945 shares worth $837K. The position accounts for 0.31% of the portfolio, ranked #35.

Spectrum Wealth Advisory Group first reported a position in GLD in Q3 2023 and has held it in 11 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Spectrum Wealth Advisory Group held 1,945 shares of SPDR Gold Trust worth $837K as of Q1 2026.
Spectrum Wealth Advisory Group sold 51 SPDR Gold Trust shares in Q1 2026, an estimated $22.8K.
SPDR Gold Trust made up 0.31% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #35 holding.
Spectrum Wealth Advisory Group first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 11 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.