Balance Wealth
GLD icon

Balance Wealth’s SPDR Gold Trust GLD Stock Holding History

Balance Wealth’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 		$666K Buy
+1,749
New +$684K 0.16% 75

Other funds holding GLD

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Balance Wealth's GLD Position: Q3 2026 in Review

Balance Wealth opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 1,749 shares worth $666K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings.

1,716 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Balance Wealth held 1,749 shares of SPDR Gold Trust worth $666K as of Q3 2026.
  • SPDR Gold Trust was a new Balance Wealth position in Q3 2026.
  • SPDR Gold Trust made up 0.16% of Balance Wealth's portfolio in Q3 2026, its #75 holding.
  • 1,716 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.