Broadway Wealth Solutions
GLD icon

Broadway Wealth Solutions’s SPDR Gold Trust GLD Stock Holding History

Broadway Wealth Solutions’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 		$318K Sell
836
-142
-15% -$55.5K 0.14% 66
2026
Q2 		$360K Buy
978
+60
+7% +$24.9K 0.17% 50
2026
Q1 		$395K Sell
918
-230
-20% -$103K 0.2% 38
2025
Q4 		$455K Sell
1,148
-28
-2% -$10.7K 0.24% 35
2025
Q3 		$418K Sell
1,176
-3
-0.3% -$956 0.23% 37
2025
Q2 		$359K Buy
1,179
+96
+9% +$29.1K 0.22% 40
2025
Q1 		$312K Hold
1,083
– – 0.23% 48
2024
Q4 		$262K Buy
+1,083
New +$266K 0.2% 75

Other funds holding GLD

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Broadway Wealth Solutions's GLD Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its SPDR Gold Trust (GLD) stake by 15% in Q3 2026, selling an estimated $55.5K and leaving 836 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #66.

Broadway Wealth Solutions first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $455K in Q4 2025. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Broadway Wealth Solutions held 836 shares of SPDR Gold Trust worth $318K as of Q3 2026.
  • Broadway Wealth Solutions sold 142 SPDR Gold Trust shares in Q3 2026, an estimated $55.5K.
  • SPDR Gold Trust made up 0.14% of Broadway Wealth Solutions's portfolio in Q3 2026, its #66 holding.
  • Broadway Wealth Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's SPDR Gold Trust position peaked at $455K in Q4 2025.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.