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

Barlow 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	$629K	Hold	1,646	–	–	0.06%	80
2026 Q2	$616K	Buy	1,646 +93	+6%	+$38.5K	0.07%	80
2026 Q1	$693K	Sell	1,553 -25	-2%	-$11.2K	0.08%	73
2025 Q4	$654K	Hold	1,578	–	–	0.07%	73
2025 Q3	$595K	Sell	1,578 -105	-6%	-$33.5K	0.07%	77
2025 Q2	$520K	Buy	1,683 +9	+0.5%	+$2.72K	0.06%	78
2025 Q1	$510K	Hold	1,674	–	–	0.07%	82
2024 Q4	$417K	Hold	1,674	–	–	0.05%	89
2024 Q3	$409K	Hold	1,674	–	–	0.05%	96
2024 Q2	$371K	Sell	1,674 -85	-5%	-$18.4K	0.05%	101
2024 Q1	$382K	Sell	1,759 -529	-23%	-$102K	0.05%	100
2023 Q4	$437K	Buy	+2,288	New	+$419K	0.06%	92

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Barlow Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,646 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #80.

Barlow Wealth Partners first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $693K in Q1 2026. 2,411 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Barlow Wealth Partners held 1,646 shares of SPDR Gold Trust worth $629K as of Q3 2026.
Barlow Wealth Partners left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.06% of Barlow Wealth Partners's portfolio in Q3 2026, its #80 holding.
Barlow Wealth Partners first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's SPDR Gold Trust position peaked at $693K in Q1 2026.
2,411 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.