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Canandaigua National Bank & Trust’s SPDR Gold Trust GLD Stock Holding History

Canandaigua National Bank & Trust’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 		$221K Sell
581
-30
-5% -$11.7K 0.02% 303
2026
Q2 		$225K Buy
+611
New +$253K 0.02% 293
2025
Q4 		$256K Sell
646
-5
-0.8% -$1.91K 0.02% 281
2025
Q3 		$231K Buy
+651
New +$207K 0.02% 299

Other funds holding GLD

RT
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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Canandaigua National Bank & Trust's GLD Position: Q3 2026 in Review

Canandaigua National Bank & Trust reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q3 2026, selling an estimated $11.7K and leaving 581 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #303.

Canandaigua National Bank & Trust first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 492 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Canandaigua National Bank & Trust held 581 shares of SPDR Gold Trust worth $221K as of Q3 2026.
  • Canandaigua National Bank & Trust sold 30 SPDR Gold Trust shares in Q3 2026, an estimated $11.7K.
  • SPDR Gold Trust made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #303 holding.
  • Canandaigua National Bank & Trust first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Canandaigua National Bank & Trust's SPDR Gold Trust position peaked at $256K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.