CarsonAllaria Wealth Management’s SPDR Gold Trust GLD Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-62	Closed	-$18.9K	–	174
2025 Q2	$18.9K	Hold	62	–	–	0.01%	204
2025 Q1	$17.9K	Hold	62	–	–	0.01%	203
2024 Q4	$15K	Hold	62	–	–	0.01%	215
2024 Q3	$15.1K	Hold	62	–	–	0.01%	226
2024 Q2	$13.3K	Hold	62	–	–	0.01%	228
2024 Q1	$12.8K	Hold	62	–	–	0.01%	227
2023 Q4	$11.9K	Hold	62	–	–	0.01%	206
2023 Q3	$10.6K	Hold	62	–	–	0.01%	204
2023 Q2	$11.1K	Hold	62	–	–	0.01%	214
2023 Q1	$11.4K	Hold	62	–	–	0.01%	202
2022 Q4	$11K	Hold	62	–	–	0.01%	183
2022 Q3	$10K	Hold	62	–	–	0.01%	190
2022 Q2	$10K	Hold	62	–	–	0.01%	188
2022 Q1	$11K	Hold	62	–	–	0.01%	193
2021 Q4	$11K	Buy	+62	New	+$10.4K	0.01%	200

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's GLD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 62 shares — an estimated $18.9K sold.

CarsonAllaria Wealth Management first reported a position in GLD in Q4 2021 and held it in 15 quarters. The position peaked at $18.9K in Q2 2025. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 62 SPDR Gold Trust shares in Q3 2025, an estimated $18.9K.
CarsonAllaria Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's SPDR Gold Trust position peaked at $18.9K in Q2 2025.
2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.