Ascent Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Ascent Wealth Partners’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	$18.2M	Buy	47,763 +1,988	+4%	+$777K	1.8%	10
2026 Q2	$16.9M	Buy	45,775 +2,041	+5%	+$846K	1.69%	14
2026 Q1	$18.8M	Buy	43,734 +1,624	+4%	+$727K	2.19%	8
2025 Q4	$16.7M	Buy	42,110 +135	+0.3%	+$51.6K	1.92%	9
2025 Q3	$14.9M	Buy	41,975 +2,325	+6%	+$741K	1.73%	10
2025 Q2	$12.1M	Buy	+39,650	New	+$12M	1.49%	15

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

Ascent Wealth Partners's GLD Position: Q3 2026 in Review

Ascent Wealth Partners increased its SPDR Gold Trust (GLD) stake by 4.3% in Q3 2026, buying an estimated $777K and bringing the position to 47,763 shares worth $18.2M. The position accounts for 1.8% of the portfolio, ranked #10.

Ascent Wealth Partners first reported a position in GLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.8M in Q1 2026. 1,054 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Ascent Wealth Partners held 47,763 shares of SPDR Gold Trust worth $18.2M as of Q3 2026.
Ascent Wealth Partners bought 1,988 SPDR Gold Trust shares in Q3 2026, an estimated $777K.
SPDR Gold Trust made up 1.8% of Ascent Wealth Partners's portfolio in Q3 2026, its #10 holding.
Ascent Wealth Partners first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 6 quarters since.
Ascent Wealth Partners's SPDR Gold Trust position peaked at $18.8M in Q1 2026.
1,054 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.