ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History

ARS Wealth Advisors Group’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 		$19.9M Sell
52,268
-197
-0.4% -$77K 1.45% 19
2026
Q2 		$19.3M Sell
52,465
-1,436
-3% -$595K 1.51% 16
2026
Q1 		$23.2M Sell
53,901
-5,377
-9% -$2.41M 1.96% 15
2025
Q4 		$23.5M Sell
59,278
-823
-1% -$314K 2.12% 14
2025
Q3 		$21.4M Sell
60,101
-1,315
-2% -$419K 2.11% 14
2025
Q2 		$18.7M Sell
61,416
-4,536
-7% -$1.37M 2.16% 16
2025
Q1 		$19M Sell
65,952
-3,404
-5% -$900K 2.68% 14
2024
Q4 		$16.8M Sell
69,356
-251
-0.4% -$61.7K 2.31% 15
2024
Q3 		$16.9M Sell
69,607
-361
-0.5% -$82.7K 2.08% 19
2024
Q2 		$15M Buy
69,968
+156
+0.2% +$33.7K 1.95% 20
2024
Q1 		$14.4M Sell
69,812
-5,868
-8% -$1.13M 1.94% 19
2023
Q4 		$14.5M Sell
75,680
-14,400
-16% -$2.64M 2.14% 16
2023
Q3 		$15.4M Buy
90,080
+1,108
+1% +$198K 2.53% 11
2023
Q2 		$15.9M Buy
88,972
+8,060
+10% +$1.48M 2.52% 10
2023
Q1 		$14.8M Buy
80,912
+2,610
+3% +$459K 2.73% 10
2022
Q4 		$13.3M Buy
78,302
+1,587
+2% +$256K 2.19% 11
2022
Q3 		$11.9M Buy
76,715
+1,969
+3% +$317K 1.81% 15
2022
Q2 		$12.6M Buy
74,746
+8,299
+12% +$1.45M 1.73% 16
2022
Q1 		$12M Buy
66,447
+1,407
+2% +$247K 2.09% 18
2021
Q4 		$11.1M Sell
65,040
-777
-1% -$130K 1.87% 19
2021
Q3 		$10.8M Buy
+65,817
New +$11M 1.96% 18

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

ARS Wealth Advisors Group's GLD Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its SPDR Gold Trust (GLD) stake by 0.38% in Q3 2026, selling an estimated $77K and leaving 52,268 shares worth $19.9M. The position accounts for 1.45% of the portfolio, ranked #19.

ARS Wealth Advisors Group first reported a position in GLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $23.5M in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • ARS Wealth Advisors Group held 52,268 shares of SPDR Gold Trust worth $19.9M as of Q3 2026.
  • ARS Wealth Advisors Group sold 197 SPDR Gold Trust shares in Q3 2026, an estimated $77K.
  • SPDR Gold Trust made up 1.45% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #19 holding.
  • ARS Wealth Advisors Group first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's SPDR Gold Trust position peaked at $23.5M in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.