Daymark Wealth Partners
GLD icon

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

Daymark 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 		$2.25M Buy
5,896
+92
+2% +$36K 0.05% 246
2026
Q2 		$2.14M Sell
5,804
-2,205
-28% -$913K 0.05% 240
2026
Q1 		$3.45M Sell
8,009
-38
-0.5% -$17K 0.11% 154
2025
Q4 		$3.19M Sell
8,047
-3,342
-29% -$1.28M 0.1% 152
2025
Q3 		$4.05M Buy
11,389
+792
+7% +$252K 0.14% 130
2025
Q2 		$3.23M Buy
10,597
+8,300
+361% +$2.51M 0.12% 142
2025
Q1 		$662K Hold
2,297
– – 0.03% 297
2024
Q4 		$556K Buy
2,297
+70
+3% +$17.2K 0.02% 307
2024
Q3 		$541K Sell
2,227
-9
-0.4% -$2.06K 0.02% 323
2024
Q2 		$481K Buy
2,236
+560
+33% +$121K 0.02% 325
2024
Q1 		$345K Sell
1,676
-165
-9% -$31.7K 0.02% 322
2023
Q4 		$352K Hold
1,841
– – 0.02% 294
2023
Q3 		$316K Buy
1,841
+153
+9% +$27.4K 0.02% 297
2023
Q2 		$301K Buy
+1,688
New +$310K 0.02% 296

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

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

Daymark Wealth Partners increased its SPDR Gold Trust (GLD) stake by 1.6% in Q3 2026, buying an estimated $36K and bringing the position to 5,896 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #246.

Daymark Wealth Partners first reported a position in GLD in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.05M in Q3 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Daymark Wealth Partners held 5,896 shares of SPDR Gold Trust worth $2.25M as of Q3 2026.
  • Daymark Wealth Partners bought 92 SPDR Gold Trust shares in Q3 2026, an estimated $36K.
  • SPDR Gold Trust made up 0.05% of Daymark Wealth Partners's portfolio in Q3 2026, its #246 holding.
  • Daymark Wealth Partners first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 14 quarters since.
  • Daymark Wealth Partners's SPDR Gold Trust position peaked at $4.05M in Q3 2025.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.