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Strata Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Strata Wealth 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 		– Sell
-544
Closed -$216K – 90
2025
Q4 		$216K Sell
544
-256
-32% -$97.8K 0.06% 85
2025
Q3 		$284K Buy
+800
New +$255K 0.08% 81

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

Strata Wealth Advisors's GLD Position: Q1 2026 in Review

Strata Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 544 shares — an estimated $216K sold.

Strata Wealth Advisors first reported a position in GLD in Q3 2025 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Strata Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Strata Wealth Advisors sold 544 SPDR Gold Trust shares in Q1 2026, an estimated $216K.
  • Strata Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2025 and held it in 2 quarters.
  • Strata Wealth Advisors's SPDR Gold Trust position peaked at $284K in Q3 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.