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

Visionary 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 		$4.72M Sell
10,960
-1,700
-13% -$761K 0.21% 119
2025
Q4 		$5.02M Buy
12,660
+1,102
+10% +$421K 0.23% 113
2025
Q3 		$4.11M Buy
11,558
+2,196
+23% +$700K 0.19% 119
2025
Q2 		$2.85M Buy
9,362
+1,241
+15% +$376K 0.15% 159
2025
Q1 		$2.34M Buy
8,121
+4,051
+100% +$1.07M 0.14% 157
2024
Q4 		$985K Sell
4,070
-927
-19% -$228K 0.06% 258
2024
Q3 		$1.21M Sell
4,997
-2,646
-35% -$606K 0.07% 229
2024
Q2 		$1.64M Sell
7,643
-225
-3% -$48.7K 0.11% 189
2024
Q1 		$1.62M Sell
7,868
-670
-8% -$129K 0.11% 188
2023
Q4 		$1.63M Sell
8,538
-2,032
-19% -$372K 0.12% 173
2023
Q3 		$1.81M Sell
10,570
-3,452
-25% -$617K 0.15% 150
2023
Q2 		$2.5M Buy
14,022
+9,787
+231% +$1.8M 0.2% 124
2023
Q1 		$776K Buy
4,235
+1,974
+87% +$347K 0.07% 223
2022
Q4 		$384K Sell
2,261
-78
-3% -$12.6K 0.04% 278
2022
Q3 		$362K Sell
2,339
-22,303
-91% -$3.59M 0.04% 266
2022
Q2 		$4.15M Sell
24,642
-1,918
-7% -$335K 0.37% 73
2022
Q1 		$4.8M Buy
26,560
+2,336
+10% +$410K 0.39% 72
2021
Q4 		$4.14M Sell
24,224
-2,031
-8% -$341K 0.34% 76
2021
Q3 		$4.31M Sell
26,255
-4,992
-16% -$836K 0.44% 58
2021
Q2 		$5.17M Sell
31,247
-2,055
-6% -$349K 0.52% 47
2021
Q1 		$5.33M Sell
33,302
-6,011
-15% -$1.01M 0.56% 42
2020
Q4 		$7.01M Sell
39,313
-6,838
-15% -$1.2M 0.79% 32
2020
Q3 		$8.17M Buy
46,151
+3,701
+9% +$665K 1.15% 24
2020
Q2 		$7.11M Buy
42,450
+31,850
+300% +$5.14M 1.08% 25
2020
Q1 		$1.57M Buy
10,600
+5,746
+118% +$856K 0.3% 85
2019
Q4 		$694K Buy
+4,854
New +$678K 0.12% 115

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

Visionary Wealth Advisors's GLD Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $761K and leaving 10,960 shares worth $4.72M. The position accounts for 0.21% of the portfolio, ranked #119.

Visionary Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.17M in Q3 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Visionary Wealth Advisors held 10,960 shares of SPDR Gold Trust worth $4.72M as of Q1 2026.
  • Visionary Wealth Advisors sold 1,700 SPDR Gold Trust shares in Q1 2026, an estimated $761K.
  • SPDR Gold Trust made up 0.21% of Visionary Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Visionary Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's SPDR Gold Trust position peaked at $8.17M in Q3 2020.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.