Dynamic Advisor Solutions
GLD icon

Dynamic Advisor Solutions’s SPDR Gold Trust GLD Stock Holding History

Dynamic Advisor Solutions’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
2020
Q4 		– Sell
-6,200
Closed -$39K – 695
2020
Q3 		$39K Buy
+6,200
New +$1.11M ﹤0.01% 582
2019
Q4 		– Sell
-4,500
Closed -$17K – 584
2019
Q3 		$17K Buy
+4,500
New +$626K ﹤0.01% 516

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Concurrent Investment Advisors
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Chesley Taft & Associates
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Dynamic Advisor Solutions's GLD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its SPDR Gold Trust (GLD) stake by 4% in Q3 2026, selling an estimated $828K and leaving 50,518 shares worth $19.2M. The position accounts for 0.55% of the portfolio, ranked #39.

Dynamic Advisor Solutions first reported a position in GLD in Q2 2014 and has held it in 36 quarters since. The position peaked at $27.5M in Q3 2025. 734 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Dynamic Advisor Solutions held 50,518 shares of SPDR Gold Trust worth $19.2M as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,118 SPDR Gold Trust shares in Q3 2026, an estimated $828K.
  • SPDR Gold Trust made up 0.55% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #39 holding.
  • Dynamic Advisor Solutions first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 36 quarters since.
  • Dynamic Advisor Solutions's SPDR Gold Trust position peaked at $27.5M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.