ABLE Financial Group
GLD icon

ABLE Financial Group’s SPDR Gold Trust GLD Stock Holding History

ABLE Financial Group’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 		$4.21M Buy
11,061
+541
+5% +$212K 0.66% 39
2026
Q2 		$3.88M Sell
10,520
-189
-2% -$78.3K 0.65% 41
2026
Q1 		$4.61M Sell
10,709
-542
-5% -$243K 0.9% 33
2025
Q4 		$4.46M Sell
11,251
-101
-0.9% -$38.6K 0.91% 27
2025
Q3 		$4.04M Sell
11,352
-1,091
-9% -$348K 0.87% 28
2025
Q2 		$3.79M Sell
12,443
-125
-1% -$37.9K 0.92% 29
2025
Q1 		$3.62M Sell
12,568
-5,148
-29% -$1.36M 1.02% 27
2024
Q4 		$4.29M Sell
17,716
-5,988
-25% -$1.47M 1.27% 23
2024
Q3 		$5.76M Sell
23,704
-10,432
-31% -$2.39M 1.78% 17
2024
Q2 		$7.34M Buy
34,136
+531
+2% +$115K 2.65% 10
2024
Q1 		$6.91M Buy
33,605
+876
+3% +$168K 2.72% 10
2023
Q4 		$6.26M Buy
32,729
+1,159
+4% +$212K 2.7% 11
2023
Q3 		$5.41M Buy
31,570
+2,395
+8% +$428K 2.7% 11
2023
Q2 		$5.2M Buy
29,175
+6,239
+27% +$1.15M 2.69% 11
2023
Q1 		$4.2M Buy
+22,936
New +$4.04M 2.74% 10

Other funds holding GLD

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BFP
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

ABLE Financial Group's GLD Position: Q3 2026 in Review

ABLE Financial Group increased its SPDR Gold Trust (GLD) stake by 5.1% in Q3 2026, buying an estimated $212K and bringing the position to 11,061 shares worth $4.21M. The position accounts for 0.66% of the portfolio, ranked #39.

ABLE Financial Group first reported a position in GLD in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.34M in Q2 2024. 788 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • ABLE Financial Group held 11,061 shares of SPDR Gold Trust worth $4.21M as of Q3 2026.
  • ABLE Financial Group bought 541 SPDR Gold Trust shares in Q3 2026, an estimated $212K.
  • SPDR Gold Trust made up 0.66% of ABLE Financial Group's portfolio in Q3 2026, its #39 holding.
  • ABLE Financial Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's SPDR Gold Trust position peaked at $7.34M in Q2 2024.
  • 788 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.