Barrett & Company’s SPDR Gold Trust GLD Stock Holding History

Barrett & Company’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	$587K	Buy	1,542 +41	+3%	+$16K	0.16%	82
2026 Q2	$553K	Hold	1,501	–	–	0.15%	90
2026 Q1	$646K	Hold	1,501	–	–	0.22%	68
2025 Q4	$595K	Hold	1,501	–	–	0.2%	75
2025 Q3	$534K	Hold	1,501	–	–	0.18%	81
2025 Q2	$458K	Hold	1,501	–	–	0.17%	87
2025 Q1	$432K	Hold	1,501	–	–	0.19%	86
2024 Q4	$363K	Hold	1,501	–	–	0.15%	92
2024 Q3	$365K	Hold	1,501	–	–	0.16%	93
2024 Q2	$323K	Hold	1,501	–	–	0.15%	98
2024 Q1	$309K	Hold	1,501	–	–	0.15%	101
2023 Q4	$287K	Hold	1,501	–	–	0.16%	107
2023 Q3	$257K	Hold	1,501	–	–	0.15%	104
2023 Q2	$268K	Buy	1,501 +15	+1%	+$2.76K	0.16%	106
2023 Q1	$272K	Hold	1,486	–	–	0.17%	103
2022 Q4	$252K	Hold	1,486	–	–	0.17%	99
2022 Q3	$252K	Buy	+1,486	New	+$239K	0.17%	99

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

Barrett & Company's GLD Position: Q3 2026 in Review

Barrett & Company increased its SPDR Gold Trust (GLD) stake by 2.7% in Q3 2026, buying an estimated $16K and bringing the position to 1,542 shares worth $587K. The position accounts for 0.16% of the portfolio, ranked #82.

Barrett & Company first reported a position in GLD in Q3 2022 and has held it in 17 quarters since. The position peaked at $646K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Barrett & Company held 1,542 shares of SPDR Gold Trust worth $587K as of Q3 2026.
Barrett & Company bought 41 SPDR Gold Trust shares in Q3 2026, an estimated $16K.
SPDR Gold Trust made up 0.16% of Barrett & Company's portfolio in Q3 2026, its #82 holding.
Barrett & Company first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's SPDR Gold Trust position peaked at $646K in Q1 2026.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.