STACKSTONE WEALTH, LLC’s SPDR Gold Trust GLD Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$25M	Buy	+65,648	New	+$25.7M	2.46%	3

Other funds holding GLD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

STACKSTONE WEALTH, LLC's GLD Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 65,648 shares worth $25M. The stake represents 2.46% of the portfolio and ranks #3 among its holdings.

688 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

STACKSTONE WEALTH, LLC held 65,648 shares of SPDR Gold Trust worth $25M as of Q3 2026.
SPDR Gold Trust was a new STACKSTONE WEALTH, LLC position in Q3 2026.
SPDR Gold Trust made up 2.46% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #3 holding.
688 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.