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

Allen 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	$302K	Sell	793 -30	-4%	-$11.7K	0.15%	46
2026 Q2	$303K	Sell	823 -114	-12%	-$47.2K	0.15%	49
2026 Q1	$403K	Hold	937	–	–	0.2%	46
2025 Q4	$371K	Hold	937	–	–	0.22%	47
2025 Q3	$333K	Hold	937	–	–	0.23%	45
2025 Q2	$286K	Buy	937 +80	+9%	+$24.2K	0.2%	49
2025 Q1	$247K	Hold	857	–	–	0.17%	55
2024 Q4	$208K	Buy	+857	New	+$211K	0.15%	59

Other funds holding GLD

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Allen Wealth Management reduced its SPDR Gold Trust (GLD) stake by 3.6% in Q3 2026, selling an estimated $11.7K and leaving 793 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #46.

Allen Wealth Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $403K in Q1 2026. 1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Allen Wealth Management held 793 shares of SPDR Gold Trust worth $302K as of Q3 2026.
Allen Wealth Management sold 30 SPDR Gold Trust shares in Q3 2026, an estimated $11.7K.
SPDR Gold Trust made up 0.15% of Allen Wealth Management's portfolio in Q3 2026, its #46 holding.
Allen Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Allen Wealth Management's SPDR Gold Trust position peaked at $403K in Q1 2026.
1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.