Amplius Wealth Advisors
GLD icon

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

Amplius 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 		$3.18M Buy
8,353
+580
+7% +$227K 0.22% 49
2026
Q2 		$2.86M Buy
7,773
+122
+2% +$50.5K 0.21% 45
2026
Q1 		$3.29M Sell
7,651
-79
-1% -$35.4K 0.27% 40
2025
Q4 		$3.06M Sell
7,730
-853
-10% -$326K 0.26% 41
2025
Q3 		$3.05M Sell
8,583
-38
-0.4% -$12.1K 0.26% 42
2025
Q2 		$2.63M Sell
8,621
-377
-4% -$114K 0.24% 52
2025
Q1 		$2.59M Sell
8,998
-290
-3% -$76.7K 0.27% 48
2024
Q4 		$2.25M Buy
9,288
+35
+0.4% +$8.6K 0.23% 49
2024
Q3 		$2.25M Sell
9,253
-153
-2% -$35K 0.25% 47
2024
Q2 		$2.02M Sell
9,406
-1,614
-15% -$349K 0.23% 52
2024
Q1 		$2.27M Sell
11,020
-538
-5% -$103K 0.25% 50
2023
Q4 		$2.21M Sell
11,558
-1,311
-10% -$240K 0.27% 53
2023
Q3 		$2.21M Sell
12,869
-962
-7% -$172K 0.3% 46
2023
Q2 		$2.47M Sell
13,831
-385
-3% -$70.7K 0.33% 47
2023
Q1 		$2.6M Sell
14,216
-4,808
-25% -$846K 0.37% 42
2022
Q4 		$3.23M Sell
19,024
-6,499
-25% -$1.05M 0.52% 37
2022
Q3 		$3.95M Sell
25,523
-3,819
-13% -$614K 0.71% 31
2022
Q2 		$4.94M Sell
29,342
-3,678
-11% -$642K 0.8% 27
2022
Q1 		$5.96M Sell
33,020
-1,623
-5% -$285K 0.92% 26
2021
Q4 		$5.92M Buy
+34,643
New +$5.82M 0.82% 27

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

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

Amplius Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 7.5% in Q3 2026, buying an estimated $227K and bringing the position to 8,353 shares worth $3.18M. The position accounts for 0.22% of the portfolio, ranked #49.

Amplius Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.96M in Q1 2022. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Amplius Wealth Advisors held 8,353 shares of SPDR Gold Trust worth $3.18M as of Q3 2026.
  • Amplius Wealth Advisors bought 580 SPDR Gold Trust shares in Q3 2026, an estimated $227K.
  • SPDR Gold Trust made up 0.22% of Amplius Wealth Advisors's portfolio in Q3 2026, its #49 holding.
  • Amplius Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's SPDR Gold Trust position peaked at $5.96M in Q1 2022.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.