Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 42,933
Value: $15.8M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of GLD by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,933	$15.8M	0.5%	+163+0.4%	Added	Holders
Q1 2026	42,770	$18.4M	0.7%	−2,951−6.5%	Reduced	Holders
Q4 2025	45,721	$18.1M	0.7%	+4,172+10.0%	Added	Holders
Q3 2025	41,549	$14.8M	0.6%	+1,898+4.8%	Added	Holders
Q2 2025	39,651	$12.1M	0.5%	−1,353−3.3%	Reduced	Holders
Q1 2025	41,004	$11.8M	0.6%	+4,620+12.7%	Added	Holders
Q4 2024	36,384	$8.81M	0.4%	+5,185+16.6%	Added	Holders
Q3 2024	31,199	$7.58M	0.4%	+5,374+20.8%	Added	Holders
Q2 2024	25,825	$5.55M	0.3%	−675−2.5%	Reduced	Holders
Q1 2024	26,500	$5.45M	0.3%	−3,523−11.7%	Reduced	Holders
Q4 2023	30,023	$5.74M	0.3%	+4,035+15.5%	Added	Holders
Q3 2023	25,988	$4.46M	0.3%	−10,055−27.9%	Reduced	Holders
Q2 2023	36,043	$6.43M	0.4%	−2,779−7.2%	Reduced	Holders
Q1 2023	38,822	$7.11M	0.5%	+9,933+34.4%	Added	Holders
Q4 2022	28,889	$4.90M	0.3%	+5,494+23.5%	Added	Holders
Q3 2022	23,395	$3.62M	0.3%	−16,872−41.9%	Reduced	Holders
Q2 2022	40,267	$6.78M	0.5%	+6,321+18.6%	Added	Holders
Q1 2022	33,946	$6.13M	0.4%	+13,494+66.0%	Added	Holders
Q4 2021	20,452	$3.50M	0.3%	−203−1.0%	Reduced	Holders
Q3 2021	20,655	$3.39M	0.3%	+78+0.4%	Added	Holders
Q2 2021	20,577	$3.41M	0.4%	+5,191+33.7%	Added	Holders
Q1 2021	15,386	$2.46M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.