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

Apex Wealth Management’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	$430K	Buy	1,128 +11	+1%	+$4.3K	0.25%	48
2026 Q2	$411K	Buy	1,117 +9	+0.8%	+$3.73K	0.25%	51
2026 Q1	$477K	Hold	1,108	–	–	0.33%	46
2025 Q4	$467K	Hold	1,108	–	–	0.47%	34
2025 Q3	$394K	Hold	1,108	–	–	0.28%	42
2025 Q2	$338K	Hold	1,108	–	–	0.27%	41
2025 Q1	$319K	Hold	1,108	–	–	0.29%	39
2024 Q4	$268K	Buy	+1,108	New	+$272K	0.23%	44

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Apex Wealth Management's GLD Position: Q3 2026 in Review

Apex Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.98% in Q3 2026, buying an estimated $4.3K and bringing the position to 1,128 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #48.

Apex Wealth Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Apex Wealth Management held 1,128 shares of SPDR Gold Trust worth $430K as of Q3 2026.
Apex Wealth Management bought 11 SPDR Gold Trust shares in Q3 2026, an estimated $4.3K.
SPDR Gold Trust made up 0.25% of Apex Wealth Management's portfolio in Q3 2026, its #48 holding.
Apex Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's SPDR Gold Trust position peaked at $477K in Q1 2026.
1,041 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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