Crescent Grove Advisors
GLD icon

Crescent Grove Advisors’s SPDR Gold Trust GLD Stock Holding History

Crescent Grove 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 		$3.49M Sell
9,168
-271
-3% -$106K 0.29% 71
2026
Q2 		$3.48M Sell
9,439
-6,166
-40% -$2.55M 0.29% 73
2026
Q1 		$6.71M Sell
15,605
-114
-0.7% -$51.1K 0.65% 36
2025
Q4 		$6.23M Buy
15,719
+3,175
+25% +$1.21M 0.58% 38
2025
Q3 		$4.46M Buy
12,544
+3,555
+40% +$1.13M 0.42% 53
2025
Q2 		$2.74M Buy
8,989
+2,856
+47% +$865K 0.27% 70
2025
Q1 		$1.77M Sell
6,133
-51
-0.8% -$13.5K 0.18% 79
2024
Q4 		$1.5M Buy
6,184
+218
+4% +$53.6K 0.15% 92
2024
Q3 		$1.45M Buy
5,966
+544
+10% +$125K 0.15% 97
2024
Q2 		$1.17M Buy
5,422
+373
+7% +$80.7K 0.13% 104
2024
Q1 		$1.04M Hold
5,049
– – 0.11% 117
2023
Q4 		$965K Sell
5,049
-2,886
-36% -$529K 0.11% 119
2023
Q3 		$1.36M Sell
7,935
-43
-0.5% -$7.69K 0.17% 89
2023
Q2 		$1.42M Buy
7,978
+2,986
+60% +$549K 0.15% 84
2023
Q1 		$915K Buy
4,992
+219
+5% +$38.5K 0.11% 113
2022
Q4 		$810K Sell
4,773
-91
-2% -$14.7K 0.08% 133
2022
Q3 		$752K Buy
4,864
+816
+20% +$131K 0.09% 124
2022
Q2 		$682K Hold
4,048
– – 0.07% 136
2022
Q1 		$731K Hold
4,048
– – 0.07% 144
2021
Q4 		$692K Buy
4,048
+25
+0.6% +$4.2K 0.06% 143
2021
Q3 		$661K Hold
4,023
– – 0.07% 134
2021
Q2 		$666K Hold
4,023
– – 0.07% 133
2021
Q1 		$644K Buy
4,023
+150
+4% +$25.2K 0.08% 116
2020
Q4 		$691K Hold
3,873
– – 0.09% 96
2020
Q3 		$686K Buy
3,873
+1,839
+90% +$330K 0.14% 81
2020
Q2 		$340K Buy
2,034
+667
+49% +$108K 0.07% 112
2020
Q1 		$202K Buy
+1,367
New +$204K 0.04% 128
2018
Q3 		– Sell
-4,067
Closed -$483K – 142
2018
Q2 		$483K Hold
4,067
– – 0.12% 85
2018
Q1 		$512K Buy
+4,067
New +$513K 0.13% 79

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Crescent Grove Advisors's GLD Position: Q3 2026 in Review

Crescent Grove Advisors reduced its SPDR Gold Trust (GLD) stake by 2.9% in Q3 2026, selling an estimated $106K and leaving 9,168 shares worth $3.49M. The position accounts for 0.29% of the portfolio, ranked #71.

Crescent Grove Advisors first reported a position in GLD in Q1 2018 and has held it in 29 quarters since. The position peaked at $6.71M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Crescent Grove Advisors held 9,168 shares of SPDR Gold Trust worth $3.49M as of Q3 2026.
  • Crescent Grove Advisors sold 271 SPDR Gold Trust shares in Q3 2026, an estimated $106K.
  • SPDR Gold Trust made up 0.29% of Crescent Grove Advisors's portfolio in Q3 2026, its #71 holding.
  • Crescent Grove Advisors first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 29 quarters since.
  • Crescent Grove Advisors's SPDR Gold Trust position peaked at $6.71M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.