Wealth Advisors of Iowa’s SPDR Gold Trust GLD Stock Holding History

Wealth Advisors of Iowa’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	$1.68M	Buy	3,896 +768	+25%	+$344K	0.52%	33
2025 Q4	$1.24M	Buy	3,128 +624	+25%	+$238K	0.41%	35
2025 Q3	$890K	Hold	2,504	–	–	0.3%	39
2025 Q2	$763K	Buy	2,504 +1,359	+119%	+$412K	0.29%	39
2025 Q1	$330K	Buy	1,145 +75	+7%	+$19.8K	0.14%	53
2024 Q4	$259K	Buy	1,070 +40	+4%	+$9.83K	0.13%	53
2024 Q3	$250K	Hold	1,030	–	–	0.13%	58
2024 Q2	$221K	Hold	1,030	–	–	0.12%	46
2024 Q1	$212K	Buy	+1,030	New	+$198K	0.13%	58
2023 Q3	–	Sell	-1,535	Closed	-$274K	–	61
2023 Q2	$274K	Buy	1,535 +35	+2%	+$6.43K	0.2%	49
2023 Q1	$275K	Hold	1,500	–	–	0.21%	48
2022 Q4	$254K	Hold	1,500	–	–	0.21%	54
2022 Q3	$232K	Sell	1,500 -4,500	-75%	-$724K	0.22%	46
2022 Q2	$1.03M	Buy	6,000 +4,000	+200%	+$699K	0.18%	41
2022 Q1	$361K	Hold	2,000	–	–	0.18%	43
2021 Q4	$342K	Hold	2,000	–	–	0.19%	40
2021 Q3	$328K	Hold	2,000	–	–	0.18%	39
2021 Q2	$331K	Buy	2,000 +184	+10%	+$31.3K	0.17%	38
2021 Q1	$290K	Sell	1,816 -47,577	-96%	-$8M	0.16%	42
2020 Q4	$8.81M	Sell	49,393 -865	-2%	-$152K	5.46%	6
2020 Q3	$8.9M	Buy	50,258 +4,060	+9%	+$730K	6.11%	5
2020 Q2	$7.73M	Buy	+46,198	New	+$7.45M	5.83%	4

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

Wealth Advisors of Iowa's GLD Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its SPDR Gold Trust (GLD) stake by 25% in Q1 2026, buying an estimated $344K and bringing the position to 3,896 shares worth $1.68M. The position accounts for 0.52% of the portfolio, ranked #33.

Wealth Advisors of Iowa first reported a position in GLD in Q2 2020 and has held it in 22 quarters since. The position peaked at $8.9M in Q3 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Wealth Advisors of Iowa held 3,896 shares of SPDR Gold Trust worth $1.68M as of Q1 2026.
Wealth Advisors of Iowa bought 768 SPDR Gold Trust shares in Q1 2026, an estimated $344K.
SPDR Gold Trust made up 0.52% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #33 holding.
Wealth Advisors of Iowa first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 22 quarters since.
Wealth Advisors of Iowa's SPDR Gold Trust position peaked at $8.9M in Q3 2020.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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