Valley National Advisers’s SPDR Gold Trust GLD Stock Holding History

Valley National Advisers’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	$3.48M	Buy	8,076 +699	+9%	+$313K	0.45%	41
2025 Q4	$2.92M	Buy	7,377 +413	+6%	+$158K	0.4%	45
2025 Q3	$2.48M	Buy	6,964 +191	+3%	+$60.9K	0.38%	60
2025 Q2	$2.06M	Buy	6,773 +6,337	+1,453%	+$1.92M	0.34%	78
2025 Q1	$125K	Buy	436 +39	+10%	+$10.3K	0.02%	271
2024 Q4	$96K	Sell	397 -253	-39%	-$62.2K	0.02%	287
2024 Q3	$157K	Hold	650	–	–	0.03%	248
2024 Q2	$139K	Buy	650 +114	+21%	+$24.7K	0.02%	269
2024 Q1	$110K	Hold	536	–	–	0.02%	308
2023 Q4	$102K	Hold	536	–	–	0.02%	311
2023 Q3	$92K	Hold	536	–	–	0.02%	308
2023 Q2	$96K	Buy	536 +139	+35%	+$25.5K	0.02%	309
2023 Q1	$73K	Hold	397	–	–	0.01%	335
2022 Q4	$69K	Hold	397	–	–	0.01%	345
2022 Q3	$61K	Hold	397	–	–	0.01%	353
2022 Q2	$64K	Buy	397 +44	+12%	+$7.68K	0.01%	324
2022 Q1	$64K	Hold	353	–	–	0.01%	335
2021 Q4	$60K	Hold	353	–	–	0.01%	336
2021 Q3	$58K	Hold	353	–	–	0.01%	332
2021 Q2	$58K	Hold	353	–	–	0.01%	330
2021 Q1	$56K	Hold	353	–	–	0.01%	322
2020 Q4	$63K	Hold	353	–	–	0.01%	300
2020 Q3	$63K	Hold	353	–	–	0.01%	275
2020 Q2	$59K	Hold	353	–	–	0.01%	281
2020 Q1	$52K	Hold	353	–	–	0.01%	285
2019 Q4	$50K	Hold	353	–	–	0.01%	316
2019 Q3	$49K	Hold	353	–	–	0.01%	307
2019 Q2	$47K	Hold	353	–	–	0.01%	293
2019 Q1	$43K	Hold	353	–	–	0.01%	298
2018 Q4	$43K	Sell	353 -75	-18%	-$8.71K	0.01%	275
2018 Q3	$48K	Hold	428	–	–	0.02%	264
2018 Q2	$51K	Hold	428	–	–	0.02%	258
2018 Q1	$54K	Hold	428	–	–	0.02%	246
2017 Q4	$53K	Buy	428 +23	+6%	+$2.79K	0.02%	244
2017 Q3	$49K	Hold	405	–	–	0.02%	250
2017 Q2	$48K	Hold	405	–	–	0.02%	246
2017 Q1	$48K	Hold	405	–	–	0.02%	241
2016 Q4	$44K	Hold	405	–	–	0.02%	256
2016 Q3	$51K	Hold	405	–	–	0.03%	224
2016 Q2	$51K	Buy	405 +75	+23%	+$9.03K	0.03%	233
2016 Q1	$39K	Buy	330 +30	+10%	+$3.4K	0.02%	247
2015 Q4	$30K	Hold	300	–	–	0.02%	256
2015 Q3	$32K	Sell	300 -300	-50%	-$32.3K	0.02%	257
2015 Q2	$67K	Hold	600	–	–	0.04%	218
2015 Q1	$68K	Buy	600 +300	+100%	+$35.1K	0.04%	204
2014 Q4	$35K	Buy	+300	New	+$34.6K	0.03%	193

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

Valley National Advisers's GLD Position: Q1 2026 in Review

Valley National Advisers increased its SPDR Gold Trust (GLD) stake by 9.5% in Q1 2026, buying an estimated $313K and bringing the position to 8,076 shares worth $3.48M. The position accounts for 0.45% of the portfolio, ranked #41.

Valley National Advisers first reported a position in GLD in Q4 2014 and has held it in 46 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Valley National Advisers held 8,076 shares of SPDR Gold Trust worth $3.48M as of Q1 2026.
Valley National Advisers bought 699 SPDR Gold Trust shares in Q1 2026, an estimated $313K.
SPDR Gold Trust made up 0.45% of Valley National Advisers's portfolio in Q1 2026, its #41 holding.
Valley National Advisers first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 46 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.