Act Wealth Management
GLD icon

Act Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Act Wealth Management’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 		$18M Buy
47,383
+8,495
+22% +$3.32M 5.31% 8
2026
Q2 		$14.3M Buy
38,888
+5,466
+16% +$2.26M 4.21% 9
2026
Q1 		$14.4M Sell
33,422
-38,171
-53% -$17.1M 4.83% 8
2025
Q4 		$28.4M Sell
71,593
-7,278
-9% -$2.78M 9.28% 4
2025
Q3 		$28M Buy
78,871
+4,613
+6% +$1.47M 9.83% 4
2025
Q2 		$22.6M Sell
74,258
-12,535
-14% -$3.8M 9.56% 4
2025
Q1 		$25M Buy
86,793
+629
+0.7% +$166K 11.32% 3
2024
Q4 		$20.9M Sell
86,164
-5,706
-6% -$1.4M 9.75% 4
2024
Q3 		$22.3M Buy
91,870
+538
+0.6% +$123K 9.9% 5
2024
Q2 		$19.6M Sell
91,332
-3,258
-3% -$705K 9.66% 5
2024
Q1 		$19.5M Buy
94,590
+861
+0.9% +$165K 9.81% 5
2023
Q4 		$17.9M Buy
+93,729
New +$17.2M 9.67% 5
2023
Q3 		– Sell
-104,550
Closed -$18.6M – 39
2023
Q2 		$18.6M Sell
104,550
-2,237
-2% -$411K 10.49% 5
2023
Q1 		$19.6M Sell
106,787
-1,296
-1% -$228K 11.63% 5
2022
Q4 		$18.3M Buy
108,083
+2,812
+3% +$453K 11.58% 4
2022
Q3 		$16.3M Buy
105,271
+1,519
+1% +$244K 11.64% 4
2022
Q2 		$17.3M Buy
103,752
+5,600
+6% +$978K 11.32% 5
2022
Q1 		$17.7M Sell
98,152
-19,352
-16% -$3.4M 10.08% 6
2021
Q4 		$20.1M Buy
117,504
+4,737
+4% +$795K 11.56% 6
2021
Q3 		$18.7M Hold
112,767
– – 11.54% 6
2021
Q2 		$18.7M Buy
112,767
+6,929
+7% +$1.18M 11.52% 6
2021
Q1 		$16.9M Buy
105,838
+15,543
+17% +$2.61M 10.93% 6
2020
Q4 		$16.1M Buy
+90,295
New +$15.9M 10.35% 6

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
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
Briaud Financial Planning
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
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Act Wealth Management's GLD Position: Q3 2026 in Review

Act Wealth Management increased its SPDR Gold Trust (GLD) stake by 22% in Q3 2026, buying an estimated $3.32M and bringing the position to 47,383 shares worth $18M. The position accounts for 5.31% of the portfolio, ranked #8.

Act Wealth Management first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.4M in Q4 2025. 914 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Act Wealth Management held 47,383 shares of SPDR Gold Trust worth $18M as of Q3 2026.
  • Act Wealth Management bought 8,495 SPDR Gold Trust shares in Q3 2026, an estimated $3.32M.
  • SPDR Gold Trust made up 5.31% of Act Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Act Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's SPDR Gold Trust position peaked at $28.4M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.