Ehrlich Financial Group
GLD icon

Ehrlich Financial Group’s SPDR Gold Trust GLD Stock Holding History

Ehrlich Financial 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 		$298K Buy
+782
New +$306K 0.15% 97
2026
Q2 		– Sell
-1,807
Closed -$778K – 121
2026
Q1 		$778K Buy
+1,807
New +$809K 0.45% 60
2024
Q1 		– Sell
-3,479
Closed -$665K – 101
2023
Q4 		$665K Buy
+3,479
New +$638K 0.67% 39

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US Bancorp
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Commonwealth Equity Services
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AIM
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Truist Financial
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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Ehrlich Financial Group's GLD Position: Q3 2026 in Review

Ehrlich Financial Group opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 782 shares worth $298K. The stake represents 0.15% of the portfolio and ranks #97 among its holdings. This is a return to the name: Ehrlich Financial Group previously reported a position in GLD as recently as Q1 2026.

Ehrlich Financial Group first reported a position in GLD in Q4 2023 and has held it in 3 quarters since. The position peaked at $778K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Ehrlich Financial Group held 782 shares of SPDR Gold Trust worth $298K as of Q3 2026.
  • SPDR Gold Trust was a new Ehrlich Financial Group position in Q3 2026.
  • SPDR Gold Trust made up 0.15% of Ehrlich Financial Group's portfolio in Q3 2026, its #97 holding.
  • Ehrlich Financial Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 3 quarters since.
  • Ehrlich Financial Group's SPDR Gold Trust position peaked at $778K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.