Blue Zone Wealth Advisors
GLD icon

Blue Zone Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Blue Zone Wealth Advisors’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 		$591K Hold
1,553
– – 0.09% 75
2026
Q2 		$572K Buy
1,553
+28
+2% +$11.6K 0.1% 77
2026
Q1 		$656K Hold
1,525
– – 0.13% 73
2025
Q4 		$604K Hold
1,525
– – 0.12% 88
2025
Q3 		$542K Buy
1,525
+120
+9% +$38.2K 0.11% 83
2025
Q2 		$428K Sell
1,405
-50
-3% -$15.1K 0.11% 76
2025
Q1 		$419K Sell
1,455
-60
-4% -$15.9K 0.12% 75
2024
Q4 		$367K Hold
1,515
– – 0.11% 80
2024
Q3 		$368K Sell
1,515
-130
-8% -$29.8K 0.11% 75
2024
Q2 		$354K Buy
+1,645
New +$356K 0.12% 70

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
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
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Blue Zone Wealth Advisors's GLD Position: Q3 2026 in Review

Blue Zone Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,553 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #75.

Blue Zone Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 10 quarters since. The position peaked at $656K in Q1 2026. 1,405 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Blue Zone Wealth Advisors held 1,553 shares of SPDR Gold Trust worth $591K as of Q3 2026.
  • Blue Zone Wealth Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.09% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Blue Zone Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 10 quarters since.
  • Blue Zone Wealth Advisors's SPDR Gold Trust position peaked at $656K in Q1 2026.
  • 1,405 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.