Client 1st Advisory Group
GLD icon

Client 1st Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Client 1st Advisory Group’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 		$236K Hold
620
– – 0.06% 130
2026
Q2 		$228K Sell
620
-202
-25% -$83.7K 0.06% 131
2026
Q1 		$354K Buy
+822
New +$368K 0.11% 91

Other funds holding GLD

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

Client 1st Advisory Group's GLD Position: Q3 2026 in Review

Client 1st Advisory Group held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 620 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #130.

Client 1st Advisory Group first reported a position in GLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $354K in Q1 2026. 937 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Client 1st Advisory Group held 620 shares of SPDR Gold Trust worth $236K as of Q3 2026.
  • Client 1st Advisory Group left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.06% of Client 1st Advisory Group's portfolio in Q3 2026, its #130 holding.
  • Client 1st Advisory Group first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • Client 1st Advisory Group's SPDR Gold Trust position peaked at $354K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.