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Burkett Financial Services’s SPDR Gold Trust GLD Stock Holding History

Burkett Financial Services’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 		$117K Sell
306
-50
-14% -$19.6K 0.04% 83
2026
Q2 		$131K Hold
356
– – 0.04% 61
2026
Q1 		$153K Hold
356
– – 0.05% 58
2025
Q4 		$141K Sell
356
-18
-5% -$6.87K 0.05% 61
2025
Q3 		$133K Sell
374
-30
-7% -$9.56K 0.05% 64
2025
Q2 		$123K Sell
404
-62
-13% -$18.8K 0.04% 62
2025
Q1 		$134K Sell
466
-46
-9% -$12.2K 0.05% 57
2024
Q4 		$124K Hold
512
– – 0.05% 60
2024
Q3 		$124K Hold
512
– – 0.05% 56
2024
Q2 		$110K Buy
512
+46
+10% +$9.95K 0.06% 54
2024
Q1 		$95.9K Hold
466
– – 0.05% 62
2023
Q4 		$89.1K Buy
+466
New +$85.4K 0.05% 63

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Burkett Financial Services's GLD Position: Q3 2026 in Review

Burkett Financial Services reduced its SPDR Gold Trust (GLD) stake by 14% in Q3 2026, selling an estimated $19.6K and leaving 306 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #83.

Burkett Financial Services first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $153K in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Burkett Financial Services held 306 shares of SPDR Gold Trust worth $117K as of Q3 2026.
  • Burkett Financial Services sold 50 SPDR Gold Trust shares in Q3 2026, an estimated $19.6K.
  • SPDR Gold Trust made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #83 holding.
  • Burkett Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's SPDR Gold Trust position peaked at $153K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.