BWM
GLD icon

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

Biltmore 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 		$8.23M Buy
21,617
+1,085
+5% +$424K 2.55% 15
2026
Q2 		$7.56M Sell
20,532
-666
-3% -$276K 2.36% 15
2026
Q1 		$9.12M Sell
21,198
-4,822
-19% -$2.16M 3.24% 13
2025
Q4 		$10.3M Sell
26,020
-1,526
-6% -$583K 3.89% 10
2025
Q3 		$9.8M Sell
27,546
-1,857
-6% -$592K 3.74% 11
2025
Q2 		$8.96M Sell
29,403
-1,912
-6% -$579K 3.63% 11
2025
Q1 		$9.02M Sell
31,315
-317
-1% -$83.8K 3.81% 11
2024
Q4 		$7.66M Sell
31,632
-46
-0.1% -$11.3K 3.19% 12
2024
Q3 		$7.7M Sell
31,678
-3,626
-10% -$830K 3.16% 12
2024
Q2 		$7.59M Sell
35,304
-317
-0.9% -$68.6K 3.29% 12
2024
Q1 		$6.81M Hold
35,621
– – 3.24% 11
2023
Q4 		$6.81M Buy
35,621
+944
+3% +$173K 3.24% 11
2023
Q3 		$5.95M Buy
34,677
+8,413
+32% +$1.5M 2.87% 13
2023
Q2 		$4.68M Buy
26,264
+163
+0.6% +$30K 1.99% 16
2023
Q1 		$4.78M Sell
26,101
-858
-3% -$151K 1.93% 17
2022
Q4 		$4.57M Buy
26,959
+42
+0.2% +$6.76K 1.97% 16
2022
Q3 		$4.16M Buy
26,917
+334
+1% +$53.7K 1.91% 16
2022
Q2 		$4.48M Sell
26,583
-479
-2% -$83.7K 1.97% 16
2022
Q1 		$4.89M Buy
27,062
+234
+0.9% +$41.1K 1.9% 16
2021
Q4 		$4.59M Buy
26,828
+408
+2% +$68.5K 1.73% 16
2021
Q3 		$4.34M Buy
26,420
+4,405
+20% +$737K 1.74% 16
2021
Q2 		$3.65M Sell
22,015
-23,707
-52% -$4.03M 1.49% 13
2021
Q1 		$7.31M Buy
45,722
+14,418
+46% +$2.42M 3.18% 12
2020
Q4 		$5.58M Buy
31,304
+116
+0.4% +$20.4K 2.88% 11
2020
Q3 		$5.22M Sell
31,188
-361
-1% -$64.9K 3.03% 10
2020
Q2 		$4.67M Sell
31,549
-1,536
-5% -$248K 3.01% 8
2020
Q1 		$4.73M Hold
33,085
– – 2.26% 11
2019
Q4 		$4.73M Buy
33,085
+635
+2% +$88.7K 2.26% 11
2019
Q3 		$4.51M Sell
32,450
-718
-2% -$100K 2.2% 12
2019
Q2 		$4.42M Sell
33,168
-1,371
-4% -$169K 2.21% 12
2019
Q1 		$4.21M Buy
+34,539
New +$4.25M 2.25% 11

Other funds holding GLD

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Biltmore Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.3% in Q3 2026, buying an estimated $424K and bringing the position to 21,617 shares worth $8.23M. The position accounts for 2.55% of the portfolio, ranked #15.

Biltmore Wealth Management first reported a position in GLD in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.3M in Q4 2025. 750 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Biltmore Wealth Management held 21,617 shares of SPDR Gold Trust worth $8.23M as of Q3 2026.
  • Biltmore Wealth Management bought 1,085 SPDR Gold Trust shares in Q3 2026, an estimated $424K.
  • SPDR Gold Trust made up 2.55% of Biltmore Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Biltmore Wealth Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 31 quarters since.
  • Biltmore Wealth Management's SPDR Gold Trust position peaked at $10.3M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.