AGH Wealth Advisors
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AGH Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

AGH Wealth 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 		$6.73M Buy
17,665
+463
+3% +$181K 3.9% 7
2026
Q2 		$6.34M Buy
17,202
+227
+1% +$94K 4% 6
2026
Q1 		$7.3M Sell
16,975
-138
-0.8% -$61.8K 5.38% 4
2025
Q4 		$6.78M Sell
17,113
-486
-3% -$186K 5.1% 3
2025
Q3 		$6.26M Buy
17,599
+343
+2% +$109K 4.59% 4
2025
Q2 		$5.26M Buy
17,256
+3,153
+22% +$955K 4.34% 6
2025
Q1 		$4.06M Buy
14,103
+2,411
+21% +$638K 3.92% 7
2024
Q4 		$2.83M Buy
+11,692
New +$2.87M 2.62% 10

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

AGH Wealth Advisors's GLD Position: Q3 2026 in Review

AGH Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 2.7% in Q3 2026, buying an estimated $181K and bringing the position to 17,665 shares worth $6.73M. The position accounts for 3.9% of the portfolio, ranked #7.

AGH Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.3M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • AGH Wealth Advisors held 17,665 shares of SPDR Gold Trust worth $6.73M as of Q3 2026.
  • AGH Wealth Advisors bought 463 SPDR Gold Trust shares in Q3 2026, an estimated $181K.
  • SPDR Gold Trust made up 3.9% of AGH Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • AGH Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • AGH Wealth Advisors's SPDR Gold Trust position peaked at $7.3M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.