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Stratos Investment Management’s SPDR Gold Trust GLD Stock Holding History

Stratos Investment Management’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 		$1.05M Buy
2,441
+750
+44% +$336K 0.04% 170
2025
Q4 		$670K Sell
1,691
-49
-3% -$18.7K 0.03% 211
2025
Q3 		$619K Hold
1,740
– – 0.03% 220
2025
Q2 		$530K Sell
1,740
-47
-3% -$14.2K 0.02% 247
2025
Q1 		$515K Buy
1,787
+482
+37% +$127K 0.03% 206
2024
Q4 		$316K Buy
1,305
+422
+48% +$104K 0.02% 207
2024
Q3 		$215K Sell
883
-700
-44% -$160K 0.02% 234
2024
Q2 		$340K Buy
1,583
+589
+59% +$127K 0.03% 169
2024
Q1 		$204K Buy
+994
New +$191K 0.02% 199
2023
Q2 		– Sell
-1,250
Closed -$229K – 172
2023
Q1 		$229K Hold
1,250
– – 0.04% 159
2022
Q4 		$212K Sell
1,250
-421
-25% -$67.8K 0.04% 151
2022
Q3 		$258K Sell
1,671
-237
-12% -$38.1K 0.05% 139
2022
Q2 		$321K Sell
1,908
-250
-12% -$43.7K 0.06% 127
2022
Q1 		$390K Buy
2,158
+718
+50% +$126K 0.06% 126
2021
Q4 		$246K Buy
+1,440
New +$242K 0.04% 171

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

Stratos Investment Management's GLD Position: Q1 2026 in Review

Stratos Investment Management increased its SPDR Gold Trust (GLD) stake by 44% in Q1 2026, buying an estimated $336K and bringing the position to 2,441 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #170.

Stratos Investment Management first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Stratos Investment Management held 2,441 shares of SPDR Gold Trust worth $1.05M as of Q1 2026.
  • Stratos Investment Management bought 750 SPDR Gold Trust shares in Q1 2026, an estimated $336K.
  • SPDR Gold Trust made up 0.04% of Stratos Investment Management's portfolio in Q1 2026, its #170 holding.
  • Stratos Investment Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.