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

CogentBlue 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
2026
Q3 		$312K Sell
820
-116
-12% -$45.4K 0.29% 45
2026
Q2 		$345K Buy
+936
New +$388K 0.2% 66

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

CogentBlue Wealth Advisors's GLD Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, selling an estimated $45.4K and leaving 820 shares worth $312K. The position accounts for 0.29% of the portfolio, ranked #45.

CogentBlue Wealth Advisors first reported a position in GLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $345K in Q2 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • CogentBlue Wealth Advisors held 820 shares of SPDR Gold Trust worth $312K as of Q3 2026.
  • CogentBlue Wealth Advisors sold 116 SPDR Gold Trust shares in Q3 2026, an estimated $45.4K.
  • SPDR Gold Trust made up 0.29% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • CogentBlue Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's SPDR Gold Trust position peaked at $345K in Q2 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.