AA Financial Advisors
GLD icon

AA Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

AA Financial 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
Q3 		$283K Buy
744
+111
+18% +$43.4K 0.03% 212
2026
Q2 		$233K Hold
633
– – 0.03% 214
2026
Q1 		$272K Sell
633
-28
-4% -$12.5K 0.04% 189
2025
Q4 		$262K Buy
661
+28
+4% +$10.7K 0.05% 183
2025
Q3 		$225K Sell
633
-68
-10% -$21.7K 0.04% 181
2025
Q2 		$214K Hold
701
– – 0.05% 178
2025
Q1 		$202K Buy
+701
New +$185K 0.05% 172

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AA Financial Advisors's GLD Position: Q3 2026 in Review

AA Financial Advisors increased its SPDR Gold Trust (GLD) stake by 18% in Q3 2026, buying an estimated $43.4K and bringing the position to 744 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #212.

AA Financial Advisors first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. 1,970 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • AA Financial Advisors held 744 shares of SPDR Gold Trust worth $283K as of Q3 2026.
  • AA Financial Advisors bought 111 SPDR Gold Trust shares in Q3 2026, an estimated $43.4K.
  • SPDR Gold Trust made up 0.03% of AA Financial Advisors's portfolio in Q3 2026, its #212 holding.
  • AA Financial Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • 1,970 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.