Cresta Advisors
GLD icon

Cresta Advisors’s SPDR Gold Trust GLD Stock Holding History

Cresta 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 		$1.02M Hold
2,666
– – 0.44% 31
2026
Q2 		$982K Hold
2,666
– – 0.35% 33
2026
Q1 		$1.15M Sell
2,666
-80
-3% -$35.8K 0.47% 32
2025
Q4 		$1.09M Hold
2,746
– – 0.46% 30
2025
Q3 		$976K Buy
+2,746
New +$875K 0.44% 31

Other funds holding GLD

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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

Cresta Advisors's GLD Position: Q3 2026 in Review

Cresta Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 2,666 shares worth $1.02M. The position accounts for 0.44% of the portfolio, ranked #31.

Cresta Advisors first reported a position in GLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Cresta Advisors held 2,666 shares of SPDR Gold Trust worth $1.02M as of Q3 2026.
  • Cresta Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.44% of Cresta Advisors's portfolio in Q3 2026, its #31 holding.
  • Cresta Advisors first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Cresta Advisors's SPDR Gold Trust position peaked at $1.15M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.