DKM Wealth Management
GLD icon

DKM Wealth Management’s SPDR Gold Trust GLD Stock Holding History

DKM Wealth Management’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 		$315K Hold
828
– – 0.2% 44
2026
Q2 		$305K Hold
828
– – 0.2% 48
2026
Q1 		$356K Hold
828
– – 0.26% 40
2025
Q4 		$328K Hold
828
– – 0.24% 41
2025
Q3 		$294K Hold
828
– – 0.24% 41
2025
Q2 		$252K Hold
828
– – 0.22% 42
2025
Q1 		$239K Hold
828
– – 0.23% 42
2024
Q4 		$200K Buy
+828
New +$203K 0.19% 47

Other funds holding GLD

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

DKM Wealth Management's GLD Position: Q3 2026 in Review

DKM Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 828 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #44.

DKM Wealth Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $356K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • DKM Wealth Management held 828 shares of SPDR Gold Trust worth $315K as of Q3 2026.
  • DKM Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.2% of DKM Wealth Management's portfolio in Q3 2026, its #44 holding.
  • DKM Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • DKM Wealth Management's SPDR Gold Trust position peaked at $356K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.