Centennial Wealth Advisory
GLD icon

Centennial Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

Centennial Wealth Advisory’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 		$3.11M Sell
8,154
-188
-2% -$73.5K 0.64% 28
2026
Q2 		$3.07M Sell
8,342
-54
-0.6% -$22.4K 0.66% 31
2026
Q1 		$3.61M Buy
8,396
+30
+0.4% +$13.4K 0.87% 24
2025
Q4 		$3.32M Buy
8,366
+470
+6% +$179K 0.88% 23
2025
Q3 		$2.81M Buy
7,896
+139
+2% +$44.3K 0.78% 27
2025
Q2 		$2.36M Sell
7,757
-479
-6% -$145K 0.75% 26
2025
Q1 		$2.37M Sell
8,236
-228
-3% -$60.3K 0.86% 21
2024
Q4 		$2.05M Buy
8,464
+69
+0.8% +$17K 0.8% 20
2024
Q3 		$2.04M Buy
8,395
+219
+3% +$50.2K 0.8% 21
2024
Q2 		$1.76M Sell
8,176
-32
-0.4% -$6.92K 0.76% 24
2024
Q1 		$1.69M Sell
8,208
-58
-0.7% -$11.1K 0.78% 21
2023
Q4 		$1.58M Sell
8,266
-307
-4% -$56.3K 0.81% 22
2023
Q3 		$1.47M Sell
8,573
-2,006
-19% -$359K 0.79% 33
2023
Q2 		$1.89M Buy
10,579
+287
+3% +$52.7K 0.98% 27
2023
Q1 		$1.89M Sell
10,292
-11
-0.1% -$1.94K 1% 27
2022
Q4 		$1.75M Sell
10,303
-268
-3% -$43.2K 0.98% 28
2022
Q3 		$1.64M Buy
10,571
+1,175
+13% +$189K 0.96% 26
2022
Q2 		$1.58M Sell
9,396
-24,404
-72% -$4.26M 0.89% 32
2022
Q1 		$6.11M Buy
33,800
+22,795
+207% +$4M 3.34% 4
2021
Q4 		$1.88M Sell
11,005
-2,166
-16% -$364K 1.06% 28
2021
Q3 		$2.16M Buy
13,171
+1,590
+14% +$266K 1.29% 24
2021
Q2 		$1.92M Sell
11,581
-26,512
-70% -$4.5M 1.2% 28
2021
Q1 		$6.09M Sell
38,093
-3,292
-8% -$553K 4.02% 5
2020
Q4 		$7.38M Buy
+41,385
New +$7.29M 5.23% 2

Other funds holding GLD

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Centennial Wealth Advisory's GLD Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q3 2026, selling an estimated $73.5K and leaving 8,154 shares worth $3.11M. The position accounts for 0.64% of the portfolio, ranked #28.

Centennial Wealth Advisory first reported a position in GLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.38M in Q4 2020. 798 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Centennial Wealth Advisory held 8,154 shares of SPDR Gold Trust worth $3.11M as of Q3 2026.
  • Centennial Wealth Advisory sold 188 SPDR Gold Trust shares in Q3 2026, an estimated $73.5K.
  • SPDR Gold Trust made up 0.64% of Centennial Wealth Advisory's portfolio in Q3 2026, its #28 holding.
  • Centennial Wealth Advisory first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Centennial Wealth Advisory's SPDR Gold Trust position peaked at $7.38M in Q4 2020.
  • 798 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.