Axxcess Wealth Management
GLD icon

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

Axxcess 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 		– Sell
-45,173
Closed -$17.7M – 1093
2026
Q2 		$16.6M Sell
45,173
-848
-2% -$351K 0.26% 80
2026
Q1 		$19.8M Sell
46,021
-1,141
-2% -$511K 0.63% 39
2025
Q4 		$18.7M Buy
47,162
+7,076
+18% +$2.7M 0.32% 62
2025
Q3 		$14.2M Sell
40,086
-35
-0.1% -$11.2K 0.3% 68
2025
Q2 		$12.2M Buy
40,121
+80
+0.2% +$24.2K 0.29% 73
2025
Q1 		$11.5M Sell
40,041
-8,986
-18% -$2.38M 0.31% 67
2024
Q4 		$11.9M Buy
49,027
+1,176
+2% +$289K 0.29% 67
2024
Q3 		$11.6M Buy
47,851
+5,073
+12% +$1.16M 0.29% 68
2024
Q2 		$9.2M Buy
42,778
+2,596
+6% +$561K 0.24% 75
2024
Q1 		$8.27M Sell
40,182
-5,949
-13% -$1.14M 0.23% 82
2023
Q4 		$8.82M Buy
46,131
+10,729
+30% +$1.97M 0.26% 82
2023
Q3 		$6.07M Buy
35,402
+639
+2% +$114K 0.21% 97
2023
Q2 		$6.2M Buy
34,763
+1,722
+5% +$316K 0.45% 50
2023
Q1 		$6.05M Buy
33,041
+4,098
+14% +$721K 0.46% 49
2022
Q4 		$4.91M Sell
28,943
-2,872
-9% -$463K 0.41% 52
2022
Q3 		$4.92M Sell
31,815
-1,858
-6% -$299K 0.47% 43
2022
Q2 		$5.67M Buy
+33,673
New +$5.88M 0.52% 38
2022
Q1 		– Sell
-11,830
Closed -$2.08M – 667
2021
Q4 		$2.02M Buy
+11,830
New +$1.99M 0.15% 122

Other funds holding GLD

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Axxcess Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2026, closing a stake of 45,173 shares — an estimated $17.7M sold.

Axxcess Wealth Management first reported a position in GLD in Q4 2021 and held it in 18 quarters. The position peaked at $19.8M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Axxcess Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 45,173 SPDR Gold Trust shares in Q3 2026, an estimated $17.7M.
  • Axxcess Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and held it in 18 quarters.
  • Axxcess Wealth Management's SPDR Gold Trust position peaked at $19.8M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.