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Cerro Pacific Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Cerro Pacific Wealth Advisors’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
-660
Closed -$201K – 162
2025
Q2 		$201K Buy
+660
New +$200K 0.06% 157

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerro Pacific Wealth Advisors's GLD Position: Q3 2025 in Review

Cerro Pacific Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 660 shares — an estimated $201K sold.

Cerro Pacific Wealth Advisors first reported a position in GLD in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 2,772 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Cerro Pacific Wealth Advisors reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 660 SPDR Gold Trust shares in Q3 2025, an estimated $201K.
  • Cerro Pacific Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2025 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's SPDR Gold Trust position peaked at $201K in Q2 2025.
  • 2,772 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.