Curated Wealth Partners
GLD icon

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

Curated 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 		$8.43M Hold
22,145
– – 0.69% 17
2026
Q2 		$8.16M Hold
22,145
– – 0.95% 14
2026
Q1 		$9.5M Sell
22,145
-13
-0.1% -$5.82K 1.2% 11
2025
Q4 		$8.78M Buy
+22,158
New +$8.46M 0.95% 10

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

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

Curated Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 22,145 shares worth $8.43M. The position accounts for 0.69% of the portfolio, ranked #17.

Curated Wealth Partners first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.5M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Curated Wealth Partners held 22,145 shares of SPDR Gold Trust worth $8.43M as of Q3 2026.
  • Curated Wealth Partners left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.69% of Curated Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Curated Wealth Partners first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's SPDR Gold Trust position peaked at $9.5M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.