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

Stratos 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 		$17.8M Buy
41,330
+374
+0.9% +$167K 1.09% 13
2025
Q4 		$16.2M Sell
40,956
-17,005
-29% -$6.49M 0.78% 25
2025
Q3 		$20.6M Buy
57,961
+700
+1% +$223K 0.99% 17
2025
Q2 		$17.5M Buy
57,261
+1,496
+3% +$453K 0.92% 19
2025
Q1 		$16.1M Sell
55,765
-8,615
-13% -$2.28M 0.88% 22
2024
Q4 		$15.6M Sell
64,380
-2,025
-3% -$498K 0.75% 28
2024
Q3 		$16.1M Sell
66,405
-5,416
-8% -$1.24M 0.74% 26
2024
Q2 		$15.4M Buy
71,821
+6,492
+10% +$1.4M 0.76% 25
2024
Q1 		$13.4M Sell
65,329
-19,707
-23% -$3.78M 0.8% 21
2023
Q4 		$16.3M Sell
85,036
-2,381
-3% -$436K 0.94% 14
2023
Q3 		$15M Buy
87,417
+3,208
+4% +$574K 0.99% 13
2023
Q2 		$15M Sell
84,209
-1,324
-2% -$243K 1.06% 11
2023
Q1 		$15.7M Buy
85,533
+17,655
+26% +$3.11M 1.21% 8
2022
Q4 		$11.5M Buy
67,878
+828
+1% +$133K 0.96% 11
2022
Q3 		$10.4M Sell
67,050
-31,747
-32% -$5.11M 1.09% 13
2022
Q2 		$16.6M Sell
98,797
-13,174
-12% -$2.3M 1.51% 5
2022
Q1 		$20.2M Buy
111,971
+37,078
+50% +$6.5M 1.64% 4
2021
Q4 		$12.8M Buy
74,893
+32,546
+77% +$5.46M 0.92% 15
2021
Q3 		$6.95M Buy
42,347
+3,909
+10% +$654K 0.59% 35
2021
Q2 		$6.37M Sell
38,438
-150
-0.4% -$25.5K 0.56% 32
2021
Q1 		$6.17M Buy
38,588
+1,955
+5% +$329K 0.66% 23
2020
Q4 		$6.53M Buy
36,633
+5,925
+19% +$1.04M 0.9% 15
2020
Q3 		$5.44M Buy
30,708
+11,409
+59% +$2.05M 1.32% 11
2020
Q2 		$3.23M Buy
19,299
+11,071
+135% +$1.79M 0.99% 26
2020
Q1 		$1.22M Buy
8,228
+6,121
+291% +$911K 0.86% 22
2019
Q4 		$301K Sell
2,107
-3,365
-61% -$470K 0.17% 130
2019
Q3 		$760K Buy
5,472
+1,583
+41% +$220K 0.29% 87
2019
Q2 		$518K Buy
3,889
+1,085
+39% +$134K 0.21% 108
2019
Q1 		$342K Buy
2,804
+675
+32% +$83.2K 0.18% 140
2018
Q4 		$258K Buy
+2,129
New +$247K 0.17% 157

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 Wealth Advisors's GLD Position: Q1 2026 in Review

Stratos Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.91% in Q1 2026, buying an estimated $167K and bringing the position to 41,330 shares worth $17.8M. The position accounts for 1.09% of the portfolio, ranked #13.

Stratos Wealth Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.6M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Stratos Wealth Advisors held 41,330 shares of SPDR Gold Trust worth $17.8M as of Q1 2026.
  • Stratos Wealth Advisors bought 374 SPDR Gold Trust shares in Q1 2026, an estimated $167K.
  • SPDR Gold Trust made up 1.09% of Stratos Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Stratos Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's SPDR Gold Trust position peaked at $20.6M in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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