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Allied Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Allied Investment 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 		$2.65M Buy
6,967
+10
+0.1% +$3.91K 0.25% 48
2026
Q2 		$2.56M Buy
6,957
+328
+5% +$136K 0.32% 46
2026
Q1 		$2.85M Hold
6,629
– – 0.41% 42
2025
Q4 		$2.63M Buy
6,629
+5,571
+527% +$2.13M 0.41% 41
2025
Q3 		$376K Sell
1,058
-5,577
-84% -$1.78M 0.06% 70
2025
Q2 		$2.02M Buy
6,635
+450
+7% +$136K 0.35% 40
2025
Q1 		$1.78M Buy
+6,185
New +$1.64M 0.34% 40

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Allied Investment Advisors's GLD Position: Q3 2026 in Review

Allied Investment Advisors increased its SPDR Gold Trust (GLD) stake by 0.14% in Q3 2026, buying an estimated $3.91K and bringing the position to 6,967 shares worth $2.65M. The position accounts for 0.25% of the portfolio, ranked #48.

Allied Investment Advisors first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2026. 401 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Allied Investment Advisors held 6,967 shares of SPDR Gold Trust worth $2.65M as of Q3 2026.
  • Allied Investment Advisors bought 10 SPDR Gold Trust shares in Q3 2026, an estimated $3.91K.
  • SPDR Gold Trust made up 0.25% of Allied Investment Advisors's portfolio in Q3 2026, its #48 holding.
  • Allied Investment Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • Allied Investment Advisors's SPDR Gold Trust position peaked at $2.85M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.