Archvest Wealth Advisors
GLD icon

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

Archvest 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 		$827K Sell
2,172
-42
-2% -$16.4K 0.41% 32
2026
Q2 		$816K Buy
2,214
+1,207
+120% +$500K 0.47% 32
2026
Q1 		$433K Buy
+1,007
New +$451K 0.28% 42

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

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

Archvest Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q3 2026, selling an estimated $16.4K and leaving 2,172 shares worth $827K. The position accounts for 0.41% of the portfolio, ranked #32.

Archvest Wealth Advisors first reported a position in GLD in Q1 2026 and has held it in 3 quarters since. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Archvest Wealth Advisors held 2,172 shares of SPDR Gold Trust worth $827K as of Q3 2026.
  • Archvest Wealth Advisors sold 42 SPDR Gold Trust shares in Q3 2026, an estimated $16.4K.
  • SPDR Gold Trust made up 0.41% of Archvest Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Archvest Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Archvest Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.