UAG
GLD icon

United Advisor Group’s SPDR Gold Trust GLD Stock Holding History

United Advisor 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 		$1.14M Sell
2,651
-1,298
-33% -$581K 0.14% 171
2025
Q4 		$1.57M Sell
3,949
-89
-2% -$34K 0.2% 126
2025
Q3 		$1.44M Buy
4,038
+95
+2% +$30.3K 0.19% 122
2025
Q2 		$1.2M Buy
3,943
+2,655
+206% +$804K 0.21% 116
2025
Q1 		$371K Buy
+1,288
New +$341K 0.08% 236

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

United Advisor Group's GLD Position: Q1 2026 in Review

United Advisor Group reduced its SPDR Gold Trust (GLD) stake by 33% in Q1 2026, selling an estimated $581K and leaving 2,651 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #171.

United Advisor Group first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • United Advisor Group held 2,651 shares of SPDR Gold Trust worth $1.14M as of Q1 2026.
  • United Advisor Group sold 1,298 SPDR Gold Trust shares in Q1 2026, an estimated $581K.
  • SPDR Gold Trust made up 0.14% of United Advisor Group's portfolio in Q1 2026, its #171 holding.
  • United Advisor Group first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • United Advisor Group's SPDR Gold Trust position peaked at $1.57M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.