Crown Wealth Group
GLD icon

Crown Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Crown Wealth 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 		– Sell
-1,190
Closed -$438K – 151
2026
Q2 		$438K Buy
1,190
+302
+34% +$125K 0.11% 87
2026
Q1 		$382K Buy
888
+310
+54% +$139K 0.11% 86
2025
Q4 		$229K Buy
+578
New +$221K 0.06% 126
2022
Q3 		– Sell
-5,133
Closed -$865K – 61
2022
Q2 		$865K Buy
5,133
+1,011
+25% +$177K 0.78% 24
2022
Q1 		$745K Buy
+4,122
New +$723K 0.52% 38

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

Crown Wealth Group's GLD Position: Q3 2026 in Review

Crown Wealth Group sold out of SPDR Gold Trust (GLD) in Q3 2026, closing a stake of 1,190 shares — an estimated $438K sold.

Crown Wealth Group first reported a position in GLD in Q1 2022 and held it in 5 quarters. The position peaked at $865K in Q2 2022. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Crown Wealth Group reported no remaining SPDR Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 1,190 SPDR Gold Trust shares in Q3 2026, an estimated $438K.
  • Crown Wealth Group first reported a position in SPDR Gold Trust in Q1 2022 and held it in 5 quarters.
  • Crown Wealth Group's SPDR Gold Trust position peaked at $865K in Q2 2022.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.