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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Buy
295
+15
+5% +$4.78K 0.06% 152
2025
Q2
$85.4K Hold
280
0.05% 168
2025
Q1
$80.7K Buy
280
+26
+10% +$6.88K 0.05% 166
2024
Q4
$61.5K Hold
254
0.04% 192
2024
Q3
$61.7K Hold
254
0.04% 194
2024
Q2
$54.6K Hold
254
0.03% 196
2024
Q1
$52.3K Hold
254
0.03% 209
2023
Q4
$48.6K Hold
254
0.03% 214
2023
Q3
$43.5K Hold
254
0.03% 211
2023
Q2
$46.2K Hold
254
0.03% 217
2023
Q1
$46.5K Hold
254
0.03% 215
2022
Q4
$43.1K Hold
254
0.03% 216
2022
Q3
$39K Sell
254
-100
-28% -$16.1K 0.03% 216
2022
Q2
$60K Buy
354
+50
+16% +$8.73K 0.04% 181
2022
Q1
$55K Buy
304
+50
+20% +$8.77K 0.03% 216
2021
Q4
$43K Hold
254
0.03% 237
2021
Q3
$42K Hold
254
0.03% 241
2021
Q2
$42K Buy
254
+214
+535% +$36.4K 0.02% 250
2021
Q1
$6K Hold
40
﹤0.01% 408
2020
Q4
$7K Hold
40
﹤0.01% 368
2020
Q3
$7K Hold
40
0.01% 361
2020
Q2
$7K Hold
40
0.01% 363
2020
Q1
$6K Hold
40
0.01% 348
2019
Q4
$6K Hold
40
﹤0.01% 363
2019
Q3
$6K Hold
40
﹤0.01% 365
2019
Q2
$5K Hold
40
﹤0.01% 390
2019
Q1
$5K Hold
40
﹤0.01% 387
2018
Q4
$5K Sell
40
-121
-75% -$14.1K ﹤0.01% 377
2018
Q3
$18K Hold
161
0.01% 280
2018
Q2
$19K Hold
161
0.01% 277
2018
Q1
$20K Hold
161
0.02% 233
2017
Q4
$20K Hold
161
0.02% 229
2017
Q3
$20K Hold
161
0.02% 224
2017
Q2
$19K Hold
161
0.02% 112
2017
Q1
$19K Hold
161
0.02% 218
2016
Q4
$18K Hold
161
0.02% 197
2016
Q3
$20K Sell
161
-20
-11% -$2.55K 0.02% 172
2016
Q2
$23K Hold
181
0.02% 155
2016
Q1
$21K Hold
181
0.02% 162
2015
Q4
$18K Hold
181
0.02% 178
2015
Q3
$19K Hold
181
0.02% 170
2015
Q2
$20K Sell
181
-41
-18% -$4.69K 0.02% 175
2015
Q1
$25K Sell
222
-5
-2% -$585 0.02% 155
2014
Q4
$26K Buy
+227
New +$26.2K 0.03% 155

Other funds holding GLD

AllSquare Wealth Management's GLD Position: Q3 2025 in Review

AllSquare Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.4% in Q3 2025, buying an estimated $4.78K and bringing the position to 295 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #152.

AllSquare Wealth Management first reported a position in GLD in Q4 2014 and has held it in 44 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • AllSquare Wealth Management held 295 shares of SPDR Gold Trust worth $105K as of Q3 2025.
  • AllSquare Wealth Management bought 15 SPDR Gold Trust shares in Q3 2025, an estimated $4.78K.
  • SPDR Gold Trust made up 0.06% of AllSquare Wealth Management's portfolio in Q3 2025, its #152 holding.
  • AllSquare Wealth Management first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 44 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.