CX Institutional
GLD icon

CX Institutional’s SPDR Gold Trust GLD Stock Holding History

CX Institutional’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 		$2.43M Buy
6,379
+2,017
+46% +$789K 0.07% 231
2026
Q2 		$1.61M Buy
4,362
+345
+9% +$143K 0.05% 276
2026
Q1 		$1.73M Sell
4,017
-48
-1% -$21.5K 0.05% 271
2025
Q4 		$1.61M Buy
4,065
+198
+5% +$75.6K 0.05% 229
2025
Q3 		$1.38M Buy
3,867
+1,266
+49% +$403K 0.04% 250
2025
Q2 		$793K Buy
2,601
+676
+35% +$205K 0.03% 299
2025
Q1 		$555K Buy
1,925
+635
+49% +$168K 0.02% 341
2024
Q4 		$312K Buy
+1,290
New +$317K 0.01% 428
2020
Q4 		– Sell
-550
Closed -$97K – 871
2020
Q3 		$97K Buy
+550
New +$98.8K 0.01% 322
2020
Q1 		– Sell
-469
Closed -$67K – 780
2019
Q4 		$67K Hold
469
– – 0.01% 260
2019
Q3 		$65K Buy
+469
New +$65.2K 0.01% 278
2019
Q1 		– Sell
-221
Closed -$27K – 798
2018
Q4 		$27K Buy
+221
New +$25.7K 0.01% 298

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
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

CX Institutional's GLD Position: Q3 2026 in Review

CX Institutional increased its SPDR Gold Trust (GLD) stake by 46% in Q3 2026, buying an estimated $789K and bringing the position to 6,379 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #231.

CX Institutional first reported a position in GLD in Q4 2018 and has held it in 12 quarters since. 940 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • CX Institutional held 6,379 shares of SPDR Gold Trust worth $2.43M as of Q3 2026.
  • CX Institutional bought 2,017 SPDR Gold Trust shares in Q3 2026, an estimated $789K.
  • SPDR Gold Trust made up 0.07% of CX Institutional's portfolio in Q3 2026, its #231 holding.
  • CX Institutional first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 12 quarters since.
  • 940 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.