Rothwell Investment Advisors, LLC’s SPDR Gold Trust GLD Stock Holding History

Rothwell Investment Advisors, 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	$6.09K	Buy	+16	New	+$6.26K	﹤0.01%	874

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GLD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 16 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Rothwell Investment Advisors, LLC held 16 shares of SPDR Gold Trust worth $6.09K as of Q3 2026.
SPDR Gold Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
SPDR Gold Trust made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #874 holding.
1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.