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Advus Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Advus Financial Partners’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 		$5.87M Buy
15,413
+1,183
+8% +$463K 1.65% 14
2026
Q2 		$5.24M Buy
14,230
+3,768
+36% +$1.56M 1.49% 14
2026
Q1 		$4.5M Buy
10,462
+9,812
+1,510% +$4.39M 1.7% 16
2025
Q4 		$258K Hold
650
– – 0.09% 59
2025
Q3 		$231K Buy
+650
New +$207K 0.09% 60

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

Advus Financial Partners's GLD Position: Q3 2026 in Review

Advus Financial Partners increased its SPDR Gold Trust (GLD) stake by 8.3% in Q3 2026, buying an estimated $463K and bringing the position to 15,413 shares worth $5.87M. The position accounts for 1.65% of the portfolio, ranked #14.

Advus Financial Partners first reported a position in GLD in Q3 2025 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Advus Financial Partners held 15,413 shares of SPDR Gold Trust worth $5.87M as of Q3 2026.
  • Advus Financial Partners bought 1,183 SPDR Gold Trust shares in Q3 2026, an estimated $463K.
  • SPDR Gold Trust made up 1.65% of Advus Financial Partners's portfolio in Q3 2026, its #14 holding.
  • Advus Financial Partners first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.