Annex Advisory Services
GLD icon

Annex Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Annex Advisory Services’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 		$656K Sell
1,722
-506
-23% -$198K 0.01% 241
2026
Q2 		$821K Buy
2,228
+69
+3% +$28.6K 0.01% 209
2026
Q1 		$929K Sell
2,159
-10
-0.5% -$4.48K 0.02% 192
2025
Q4 		$860K Sell
2,169
-25
-1% -$9.5K 0.02% 192
2025
Q3 		$780K Buy
2,194
+198
+10% +$63.1K 0.02% 177
2025
Q2 		$608K Buy
1,996
+275
+16% +$83.3K 0.01% 201
2025
Q1 		$496K Sell
1,721
-156
-8% -$41.3K 0.01% 212
2024
Q4 		$454K Buy
1,877
+48
+3% +$11.8K 0.01% 220
2024
Q3 		$445K Buy
+1,829
New +$419K 0.01% 194
2023
Q3 		– Sell
-1,672
Closed -$298K – 259
2023
Q2 		$298K Sell
1,672
-682
-29% -$125K 0.02% 191
2023
Q1 		$431K Buy
2,354
+497
+27% +$87.5K 0.02% 151
2022
Q4 		$315K Sell
1,857
-38,411
-95% -$6.19M 0.02% 187
2022
Q3 		$6.23M Buy
40,268
+232
+0.6% +$37.3K 0.42% 43
2022
Q2 		$6.74M Sell
40,036
-738
-2% -$129K 0.49% 40
2022
Q1 		$7.37M Buy
40,774
+6,287
+18% +$1.1M 0.54% 34
2021
Q4 		$5.9M Buy
34,487
+323
+0.9% +$54.2K 0.4% 44
2021
Q3 		$5.61M Buy
34,164
+730
+2% +$122K 0.46% 35
2021
Q2 		$5.54M Buy
33,434
+2,966
+10% +$504K 0.45% 35
2021
Q1 		$4.87M Buy
30,468
+592
+2% +$99.5K 0.47% 33
2020
Q4 		$5.33M Buy
+29,876
New +$5.26M 0.52% 25
2013
Q4 		– Sell
-12,357
Closed -$1.58M – 97
2013
Q3 		$1.58M Sell
12,357
-1,511
-11% -$194K 0.74% 23
2013
Q2 		$1.65M Buy
+13,868
New +$1.9M 0.91% 25

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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

Annex Advisory Services's GLD Position: Q3 2026 in Review

Annex Advisory Services reduced its SPDR Gold Trust (GLD) stake by 23% in Q3 2026, selling an estimated $198K and leaving 1,722 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #241.

Annex Advisory Services first reported a position in GLD in Q2 2013 and has held it in 22 quarters since. The position peaked at $7.37M in Q1 2022. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Annex Advisory Services held 1,722 shares of SPDR Gold Trust worth $656K as of Q3 2026.
  • Annex Advisory Services sold 506 SPDR Gold Trust shares in Q3 2026, an estimated $198K.
  • SPDR Gold Trust made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #241 holding.
  • Annex Advisory Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 22 quarters since.
  • Annex Advisory Services's SPDR Gold Trust position peaked at $7.37M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.