Corepath Wealth Partners
GLD icon

Corepath Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Corepath Wealth Partners’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 		$8.73M Sell
23,216
-1,549
-6% -$606K 6.06% 5
2026
Q2 		$9.27M Sell
24,765
-262
-1% -$109K 5.78% 5
2026
Q1 		$10.9M Sell
25,027
-1,147
-4% -$514K 7.33% 4
2025
Q4 		$11.1M Sell
26,174
-1,366
-5% -$522K 7.41% 4
2025
Q3 		$10M Sell
27,540
-1,194
-4% -$380K 7.28% 4
2025
Q2 		$8.83M Sell
28,734
-840
-3% -$254K 7.44% 4
2025
Q1 		$9.2M Sell
29,574
-473
-2% -$125K 8.76% 3
2024
Q4 		$7.42M Sell
30,047
-161
-0.5% -$39.6K 7.23% 5
2024
Q3 		$7.4M Buy
30,208
+1,069
+4% +$245K 7.19% 5
2024
Q2 		$6.36M Buy
29,139
+248
+0.9% +$53.6K 6.71% 6
2024
Q1 		$6.2M Sell
28,891
-14,333
-33% -$2.75M 6.87% 6
2023
Q4 		$8.18M Sell
43,224
-123
-0.3% -$22.5K 4.56% 8
2023
Q3 		$7.75M Buy
43,347
+877
+2% +$157K 4.67% 8
2023
Q2 		$7.71M Buy
42,470
+11,009
+35% +$2.02M 4.52% 8
2023
Q1 		$5.81M Buy
31,461
+722
+2% +$127K 3.65% 10
2022
Q4 		$5.35M Buy
30,739
+2,961
+11% +$477K 3.57% 10
2022
Q3 		$4.26M Buy
27,778
+2,534
+10% +$407K 3.17% 11
2022
Q2 		$4.02M Buy
+25,244
New +$4.41M 2.98% 12

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Atria Investments
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Briaud Financial Planning
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Wealth Enhancement Advisory Services
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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

Corepath Wealth Partners's GLD Position: Q3 2026 in Review

Corepath Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 6.3% in Q3 2026, selling an estimated $606K and leaving 23,216 shares worth $8.73M. The position accounts for 6.06% of the portfolio, ranked #5.

Corepath Wealth Partners first reported a position in GLD in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.1M in Q4 2025. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Corepath Wealth Partners held 23,216 shares of SPDR Gold Trust worth $8.73M as of Q3 2026.
  • Corepath Wealth Partners sold 1,549 SPDR Gold Trust shares in Q3 2026, an estimated $606K.
  • SPDR Gold Trust made up 6.06% of Corepath Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Corepath Wealth Partners first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 18 quarters since.
  • Corepath Wealth Partners's SPDR Gold Trust position peaked at $11.1M in Q4 2025.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.