Clearview Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Clearview 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 Q4	$611K	Hold	1,542	–	–	0.39%	52
2025 Q3	$548K	Hold	1,542	–	–	0.35%	54
2025 Q2	$470K	Sell	1,542 -100	-6%	-$30.3K	0.33%	61
2025 Q1	$473K	Hold	1,642	–	–	0.35%	58
2024 Q4	$398K	Sell	1,642 -43	-3%	-$10.6K	0.3%	64
2024 Q3	$410K	Hold	1,685	–	–	0.32%	60
2024 Q2	$362K	Sell	1,685 -2,242	-57%	-$485K	0.32%	63
2024 Q1	$808K	Sell	3,927 -9,540	-71%	-$1.83M	0.82%	28
2023 Q4	$2.57M	Sell	13,467 -644	-5%	-$118K	3%	3
2023 Q3	$2.42M	Buy	14,111 +844	+6%	+$151K	3%	3
2023 Q2	$2.37M	Sell	13,267 -229	-2%	-$42.1K	2.4%	5
2023 Q1	$2.47M	Buy	13,496 +13,383	+11,843%	+$2.35M	2.51%	5
2022 Q4	$19.2K	Hold	113	–	–	0.01%	257
2022 Q3	$17K	Sell	113 -416	-79%	-$66.9K	0.01%	275
2022 Q2	$89K	Sell	529 -16	-3%	-$2.79K	0.07%	134
2022 Q1	$98K	Hold	545	–	–	0.06%	136
2021 Q4	$93K	Hold	545	–	–	0.06%	160
2021 Q3	$89K	Buy	545 +15	+3%	+$2.51K	0.06%	172
2021 Q2	$88K	Hold	530	–	–	0.05%	176
2021 Q1	$85K	Hold	530	–	–	0.06%	176
2020 Q4	$95K	Buy	+530	New	+$93.3K	0.06%	144

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Clearview Wealth Advisors's GLD Position: Q4 2025 in Review

Clearview Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 1,542 shares worth $611K. The position accounts for 0.39% of the portfolio, ranked #52.

Clearview Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.57M in Q4 2023. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Clearview Wealth Advisors held 1,542 shares of SPDR Gold Trust worth $611K as of Q4 2025.
Clearview Wealth Advisors left its SPDR Gold Trust share count unchanged in Q4 2025.
SPDR Gold Trust made up 0.39% of Clearview Wealth Advisors's portfolio in Q4 2025, its #52 holding.
Clearview Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's SPDR Gold Trust position peaked at $2.57M in Q4 2023.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.