Briaud Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Briaud Financial Planning’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	$78.3M	Buy	205,648 +5,738	+3%	+$2.24M	17.28%	2
2026 Q2	$73.6M	Buy	199,910 +1,567	+0.8%	+$649K	19.37%	2
2026 Q1	$85.3M	Buy	198,343 +39	+0%	+$17.5K	22.37%	2
2025 Q4	$78.6M	Buy	198,304 +2,546	+1%	+$972K	19.36%	2
2025 Q3	$69.6M	Buy	195,758 +626	+0.3%	+$199K	22.74%	2
2025 Q2	$59.5M	Sell	195,132 -61,616	-24%	-$18.7M	23.46%	2
2025 Q1	$74M	Sell	256,748 -22	-0%	-$5.82K	29.39%	2
2024 Q4	$62.2M	Buy	256,770 +1,358	+0.5%	+$334K	25.35%	2
2024 Q3	$62.1M	Buy	255,412 +2,751	+1%	+$630K	32.06%	1
2024 Q2	$54.3M	Sell	252,661 -159,393	-39%	-$34.5M	31.36%	1
2024 Q1	$84.8M	Sell	412,054 -9,195	-2%	-$1.76M	48.18%	1
2023 Q4	$80.5M	Buy	421,249 +2,651	+0.6%	+$486K	68.65%	1
2023 Q3	$71.8M	Buy	418,598 +7,013	+2%	+$1.25M	58.13%	1
2023 Q2	$73.4M	Buy	411,585 +5,466	+1%	+$1M	69.28%	1
2023 Q1	$74.4M	Sell	406,119 -137,703	-25%	-$24.2M	70.44%	1
2022 Q4	$92.3M	Buy	543,822 +7,443	+1%	+$1.2M	74.67%	1
2022 Q3	$82.2M	Sell	536,379 -25,533	-5%	-$4.11M	73.05%	1
2022 Q2	$94.7M	Buy	561,912 +2,517	+0.4%	+$440K	62.07%	1
2022 Q1	$101M	Buy	559,395 +1,422	+0.3%	+$249K	58.04%	1
2021 Q4	$95.4M	Sell	557,973 -3,925	-0.7%	-$659K	51.86%	1
2021 Q3	$92.3M	Buy	561,898 +36,128	+7%	+$6.05M	60.63%	1
2021 Q2	$87.1M	Buy	525,770 +5,714	+1%	+$971K	57.96%	1
2021 Q1	$83.2M	Buy	520,056 +519,878	+292,066%	+$87.4M	61.21%	1
2020 Q4	$94M	Sell	178 -523,952	-100%	-$92.3M	60.05%	1
2020 Q3	$92.8M	Buy	524,130 +571	+0.1%	+$103K	67.14%	1
2020 Q2	$87.6M	Buy	523,559 +148,894	+40%	+$24M	66.94%	1
2020 Q1	$55.5M	Sell	374,665 -106,344	-22%	-$15.8M	79.67%	1
2019 Q4	$68.7M	Buy	+481,009	New	+$67.2M	69.92%	1

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

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Briaud Financial Planning's GLD Position: Q3 2026 in Review

Briaud Financial Planning increased its SPDR Gold Trust (GLD) stake by 2.9% in Q3 2026, buying an estimated $2.24M and bringing the position to 205,648 shares worth $78.3M. The position accounts for 17.28% of the portfolio, ranked #2.

Briaud Financial Planning first reported a position in GLD in Q4 2019 and has held it in 28 quarters since. The position peaked at $101M in Q1 2022. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Briaud Financial Planning held 205,648 shares of SPDR Gold Trust worth $78.3M as of Q3 2026.
Briaud Financial Planning bought 5,738 SPDR Gold Trust shares in Q3 2026, an estimated $2.24M.
SPDR Gold Trust made up 17.28% of Briaud Financial Planning's portfolio in Q3 2026, its #2 holding.
Briaud Financial Planning first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 28 quarters since.
Briaud Financial Planning's SPDR Gold Trust position peaked at $101M in Q1 2022.
880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.