Cassaday & Co Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cassaday & Co 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
2026 Q3	$2.75M	Hold	7,217	–	–	0.05%	74
2026 Q2	$2.66M	Sell	7,217 -153	-2%	-$63.4K	0.05%	74
2026 Q1	$3.17M	Buy	7,370 +136	+2%	+$60.9K	0.07%	63
2025 Q4	$2.87M	Buy	7,234 +2,297	+47%	+$877K	0.06%	68
2025 Q3	$1.75M	Sell	4,937 -5	-0.1%	-$1.59K	0.04%	98
2025 Q2	$1.51M	Buy	4,942 +49	+1%	+$14.8K	0.04%	98
2025 Q1	$1.41M	Sell	4,893 -69	-1%	-$18.2K	0.04%	92
2024 Q4	$1.2M	Buy	4,962 +90	+2%	+$22.1K	0.03%	100
2024 Q3	$1.18M	Buy	4,872 +25	+0.5%	+$5.72K	0.03%	97
2024 Q2	$1.04M	Hold	4,847	–	–	0.03%	97
2024 Q1	$997K	Buy	4,847 +1,114	+30%	+$214K	0.03%	104
2023 Q4	$714K	Sell	3,733 -1,018	-21%	-$187K	0.02%	127
2023 Q3	$815K	Sell	4,751 -272	-5%	-$48.6K	0.03%	99
2023 Q2	$895K	Buy	5,023 +254	+5%	+$46.7K	0.04%	102
2023 Q1	$874K	Sell	4,769 -17	-0.4%	-$2.99K	0.04%	108
2022 Q4	$812K	Buy	+4,786	New	+$771K	0.04%	109

Other funds holding GLD

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cassaday & Co Wealth Management's GLD Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 7,217 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #74.

Cassaday & Co Wealth Management first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.17M in Q1 2026. 1,828 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Cassaday & Co Wealth Management held 7,217 shares of SPDR Gold Trust worth $2.75M as of Q3 2026.
Cassaday & Co Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #74 holding.
Cassaday & Co Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
Cassaday & Co Wealth Management's SPDR Gold Trust position peaked at $3.17M in Q1 2026.
1,828 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.