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

Stratos Wealth Partners’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	$32.6M	Buy	75,798 +5,053	+7%	+$2.26M	0.37%	47
2025 Q4	$28M	Buy	70,745 +4,367	+7%	+$1.67M	0.32%	62
2025 Q3	$23.6M	Sell	66,378 -6,773	-9%	-$2.16M	0.28%	71
2025 Q2	$22.3M	Sell	73,151 -30,556	-29%	-$9.25M	0.3%	66
2025 Q1	$29.9M	Buy	103,707 +50,451	+95%	+$13.3M	0.45%	42
2024 Q4	$12.9M	Buy	53,256 +536	+1%	+$132K	0.18%	107
2024 Q3	$12.8M	Buy	52,720 +772	+1%	+$177K	0.19%	112
2024 Q2	$11.2M	Sell	51,948 -737	-1%	-$159K	0.18%	117
2024 Q1	$10.8M	Sell	52,685 -15,702	-23%	-$3.01M	0.18%	124
2023 Q4	$13.1M	Buy	68,387 +1,157	+2%	+$212K	0.24%	85
2023 Q3	$11.5M	Sell	67,230 -2,904	-4%	-$519K	0.25%	82
2023 Q2	$12.5M	Sell	70,134 -7,221	-9%	-$1.33M	0.28%	71
2023 Q1	$14.2M	Buy	77,355 +23,402	+43%	+$4.12M	0.38%	47
2022 Q4	$9.15M	Buy	53,953 +14,075	+35%	+$2.27M	0.23%	93
2022 Q3	$6.17M	Sell	39,878 -64,900	-62%	-$10.4M	0.17%	125
2022 Q2	$17.7M	Sell	104,778 -13,813	-12%	-$2.41M	0.44%	47
2022 Q1	$21.4M	Buy	118,591 +60,162	+103%	+$10.6M	0.48%	38
2021 Q4	$9.99M	Buy	58,429 +6,769	+13%	+$1.14M	0.22%	98
2021 Q3	$8.48M	Buy	51,660 +2,591	+5%	+$434K	0.22%	101
2021 Q2	$8.13M	Buy	49,069 +3,133	+7%	+$532K	0.2%	105
2021 Q1	$7.35M	Buy	45,936 +1,040	+2%	+$175K	0.2%	109
2020 Q4	$8.01M	Sell	44,896 -550	-1%	-$96.8K	0.24%	98
2020 Q3	$8.05M	Buy	45,446 +9,653	+27%	+$1.73M	0.26%	89
2020 Q2	$5.99M	Sell	35,793 -31,902	-47%	-$5.15M	0.21%	113
2020 Q1	$10M	Buy	67,695 +36,814	+119%	+$5.48M	0.46%	46
2019 Q4	$4.41M	Buy	30,881 +3,757	+14%	+$525K	0.17%	131
2019 Q3	$3.77M	Buy	27,124 +11,378	+72%	+$1.58M	0.16%	141
2019 Q2	$2.1M	Sell	15,746 -1,043	-6%	-$129K	0.09%	227
2019 Q1	$2.05M	Sell	16,789 -2,366	-12%	-$291K	0.09%	223
2018 Q4	$2.32M	Sell	19,155 -760	-4%	-$88.3K	0.12%	182
2018 Q3	$2.25M	Sell	19,915 -2,648	-12%	-$304K	0.1%	206
2018 Q2	$2.68M	Sell	22,563 -344	-2%	-$42.6K	0.12%	187
2018 Q1	$2.88M	Buy	22,907 +2,330	+11%	+$294K	0.12%	179
2017 Q4	$2.54M	Sell	20,577 -904	-4%	-$110K	0.11%	194
2017 Q3	$2.61M	Buy	21,481 +1,677	+8%	+$204K	0.12%	175
2017 Q2	$2.34M	Buy	19,804 +485	+3%	+$58K	0.12%	171
2017 Q1	$2.29M	Sell	19,319 -649	-3%	-$75.4K	0.13%	159
2016 Q4	$2.19M	Sell	19,968 -3,072	-13%	-$357K	0.14%	154
2016 Q3	$2.88M	Sell	23,040 -6,206	-21%	-$790K	0.19%	106
2016 Q2	$3.7M	Buy	29,246 +13,555	+86%	+$1.63M	0.27%	78
2016 Q1	$1.85M	Buy	15,691 +3,469	+28%	+$393K	0.16%	119
2015 Q4	$1.24M	Sell	12,222 -4,281	-26%	-$453K	0.1%	154
2015 Q3	$1.76M	Sell	16,503 -1,821	-10%	-$196K	0.22%	91
2015 Q2	$2.06M	Sell	18,324 -3,007	-14%	-$344K	0.26%	82
2015 Q1	$2.42M	Sell	21,331 -838	-4%	-$98K	0.29%	69
2014 Q4	$2.52M	Sell	22,169 -1,868	-8%	-$216K	0.45%	56
2014 Q3	$2.79M	Sell	24,037 -482	-2%	-$59.4K	0.66%	37
2014 Q2	$3.14M	Buy	+24,519	New	+$3.05M	1.05%	17

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

Stratos Wealth Partners's GLD Position: Q1 2026 in Review

Stratos Wealth Partners increased its SPDR Gold Trust (GLD) stake by 7.1% in Q1 2026, buying an estimated $2.26M and bringing the position to 75,798 shares worth $32.6M. The position accounts for 0.37% of the portfolio, ranked #47.

Stratos Wealth Partners first reported a position in GLD in Q2 2014 and has held it in 48 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Stratos Wealth Partners held 75,798 shares of SPDR Gold Trust worth $32.6M as of Q1 2026.
Stratos Wealth Partners bought 5,053 SPDR Gold Trust shares in Q1 2026, an estimated $2.26M.
SPDR Gold Trust made up 0.37% of Stratos Wealth Partners's portfolio in Q1 2026, its #47 holding.
Stratos Wealth Partners first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 48 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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