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DDFG Inc’s SPDR Gold Trust GLD Stock Holding History

DDFG Inc’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 		$18.9M Buy
49,605
+852
+2% +$333K 3.72% 9
2026
Q2 		$18M Buy
48,753
+17,793
+57% +$7.37M 3.57% 10
2026
Q1 		$13.3M Sell
30,960
-2,193
-7% -$982K 2.87% 10
2025
Q4 		$13.1M Sell
33,153
-789
-2% -$301K 2.88% 12
2025
Q3 		$12.1M Sell
33,942
-3,157
-9% -$1.01M 2.79% 12
2025
Q2 		$11.3M Sell
37,099
-273
-0.7% -$82.7K 2.84% 14
2025
Q1 		$10.8M Buy
37,372
+674
+2% +$178K 2.98% 13
2024
Q4 		$8.89M Sell
36,698
-59
-0.2% -$14.5K 2.56% 14
2024
Q3 		$8.93M Sell
36,757
-35,737
-49% -$8.18M 2.55% 13
2024
Q2 		$15.6M Buy
72,494
+328
+0.5% +$70.9K 4.82% 8
2024
Q1 		$14.8M Buy
72,166
+3,101
+4% +$595K 4.72% 8
2023
Q4 		$13.2M Sell
69,065
-217
-0.3% -$39.8K 4.47% 9
2023
Q3 		$11.9M Buy
69,282
+1,484
+2% +$265K 4.38% 9
2023
Q2 		$12.1M Buy
67,798
+1,225
+2% +$225K 4.45% 9
2023
Q1 		$12.2M Buy
66,573
+5,743
+9% +$1.01M 4.74% 8
2022
Q4 		$10.3M Buy
+60,830
New +$9.8M 4.27% 9

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

DDFG Inc's GLD Position: Q3 2026 in Review

DDFG Inc increased its SPDR Gold Trust (GLD) stake by 1.7% in Q3 2026, buying an estimated $333K and bringing the position to 49,605 shares worth $18.9M. The position accounts for 3.72% of the portfolio, ranked #9.

DDFG Inc first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. 1,499 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • DDFG Inc held 49,605 shares of SPDR Gold Trust worth $18.9M as of Q3 2026.
  • DDFG Inc bought 852 SPDR Gold Trust shares in Q3 2026, an estimated $333K.
  • SPDR Gold Trust made up 3.72% of DDFG Inc's portfolio in Q3 2026, its #9 holding.
  • DDFG Inc first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • 1,499 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.