Activest Wealth Management
GLD icon

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

Activest 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 		$1.21M Sell
3,184
-1,043
-25% -$408K 0.22% 39
2026
Q2 		$1.56M Sell
4,227
-393
-9% -$163K 0.3% 31
2026
Q1 		$1.99M Buy
4,620
+565
+14% +$253K 0.35% 36
2025
Q4 		$1.61M Buy
4,055
+1
+0% +$382 0.3% 36
2025
Q3 		$1.44M Hold
4,054
– – 0.29% 39
2025
Q2 		$1.24M Sell
4,054
-377
-9% -$114K 0.3% 39
2025
Q1 		$1.28M Sell
4,431
-1
-0% -$264 0.34% 39
2024
Q4 		$1.07M Buy
4,432
+20
+0.5% +$4.92K 0.3% 41
2024
Q3 		$1.07M Hold
4,412
– – 0.33% 37
2024
Q2 		$949K Buy
4,412
+1
+0% +$216 0.31% 37
2024
Q1 		$907K Sell
4,411
-136
-3% -$26.1K 0.44% 24
2023
Q4 		$869K Hold
4,547
– – 0.48% 21
2023
Q3 		$780K Hold
4,547
– – 0.48% 21
2023
Q2 		$775K Hold
4,547
– – 0.54% 16
2023
Q1 		$835K Sell
4,547
-4,797
-51% -$844K 0.54% 20
2022
Q4 		$1.59M Sell
9,344
-366
-4% -$59K 0.47% 23
2022
Q3 		$1.53M Buy
9,710
+6,924
+249% +$1.11M 0.49% 20
2022
Q2 		$469K Buy
2,786
+195
+8% +$34.1K 0.33% 30
2022
Q1 		$468K Sell
2,591
-495
-16% -$86.8K 0.3% 35
2021
Q4 		$528K Sell
3,086
-28,834
-90% -$4.84M 0.33% 40
2021
Q3 		$5.24M Buy
31,920
+6,483
+25% +$1.09M 3.49% 6
2021
Q2 		$4.21M Sell
25,437
-8,070
-24% -$1.37M 3.17% 6
2021
Q1 		$5.37M Buy
+33,507
New +$5.63M 4.39% 5

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

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

Activest Wealth Management reduced its SPDR Gold Trust (GLD) stake by 25% in Q3 2026, selling an estimated $408K and leaving 3,184 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #39.

Activest Wealth Management first reported a position in GLD in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.37M in Q1 2021. 2,054 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Activest Wealth Management held 3,184 shares of SPDR Gold Trust worth $1.21M as of Q3 2026.
  • Activest Wealth Management sold 1,043 SPDR Gold Trust shares in Q3 2026, an estimated $408K.
  • SPDR Gold Trust made up 0.22% of Activest Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Activest Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's SPDR Gold Trust position peaked at $5.37M in Q1 2021.
  • 2,054 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.