DJYG
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David J. Yvars Group’s SPDR Gold Trust GLD Stock Holding History

David J. Yvars 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 		$324K Buy
850
+10
+1% +$3.91K 0.15% 65
2026
Q2 		$309K Hold
840
– – 0.15% 70
2026
Q1 		$361K Sell
840
-85
-9% -$38.1K 0.2% 57
2025
Q4 		$367K Hold
925
– – 0.2% 61
2025
Q3 		$329K Sell
925
-19
-2% -$6.05K 0.18% 67
2025
Q2 		$288K Sell
944
-6
-0.6% -$1.82K 0.17% 65
2025
Q1 		$274K Hold
950
– – 0.22% 53
2024
Q4 		$230K Buy
+950
New +$233K 0.14% 66

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

David J. Yvars Group's GLD Position: Q3 2026 in Review

David J. Yvars Group increased its SPDR Gold Trust (GLD) stake by 1.2% in Q3 2026, buying an estimated $3.91K and bringing the position to 850 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #65.

David J. Yvars Group first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $367K in Q4 2025. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • David J. Yvars Group held 850 shares of SPDR Gold Trust worth $324K as of Q3 2026.
  • David J. Yvars Group bought 10 SPDR Gold Trust shares in Q3 2026, an estimated $3.91K.
  • SPDR Gold Trust made up 0.15% of David J. Yvars Group's portfolio in Q3 2026, its #65 holding.
  • David J. Yvars Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • David J. Yvars Group's SPDR Gold Trust position peaked at $367K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.