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

AmeriServ 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	$654K	Sell	1,717 -234	-12%	-$91.5K	0.52%	19
2026 Q2	$719K	Sell	1,951 -30	-2%	-$12.4K	0.48%	21
2026 Q1	$852K	Sell	1,981 -35	-2%	-$15.7K	0.54%	18
2025 Q4	$799K	Buy	+2,016	New	+$770K	0.46%	25
2022 Q3	–	Sell	-8,993	Closed	-$1.52M	–	49
2022 Q2	$1.52M	Buy	+8,993	New	+$1.57M	3.57%	9
2021 Q2	–	Sell	-2,502	Closed	-$400K	–	71
2021 Q1	$400K	Hold	2,502	–	–	0.34%	44
2020 Q4	$446K	Buy	+2,502	New	+$441K	0.44%	41
2019 Q3	$268K	Hold	1,930	–	–	0.36%	50
2019 Q2	$257K	Buy	+1,930	New	+$239K	0.34%	55
2019 Q1	–	Sell	-4,000	Closed	-$485K	–	70
2018 Q4	$485K	Buy	+4,000	New	+$465K	1.23%	28
2016 Q4	–	Sell	-16,140	Closed	-$2.03M	–	52
2016 Q3	$2.03M	Buy	+16,140	New	+$2.06M	2.57%	4

Other funds holding GLD

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

AmeriServ Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, selling an estimated $91.5K and leaving 1,717 shares worth $654K. The position accounts for 0.52% of the portfolio, ranked #19.

AmeriServ Wealth Advisors first reported a position in GLD in Q3 2016 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2016. 1,150 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

AmeriServ Wealth Advisors held 1,717 shares of SPDR Gold Trust worth $654K as of Q3 2026.
AmeriServ Wealth Advisors sold 234 SPDR Gold Trust shares in Q3 2026, an estimated $91.5K.
SPDR Gold Trust made up 0.52% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #19 holding.
AmeriServ Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 11 quarters since.
AmeriServ Wealth Advisors's SPDR Gold Trust position peaked at $2.03M in Q3 2016.
1,150 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.