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

Elevation 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	$182K	Hold	478	–	–	0.05%	152
2026 Q2	$176K	Hold	478	–	–	0.05%	147
2026 Q1	$206K	Sell	478 -50	-9%	-$22.4K	0.07%	115
2025 Q4	$209K	Hold	528	–	–	0.07%	114
2025 Q3	$188K	Hold	528	–	–	0.07%	119
2025 Q2	$161K	Hold	528	–	–	0.06%	127
2025 Q1	$152K	Sell	528 -35	-6%	-$9.26K	0.07%	126
2024 Q4	$136K	Buy	563 +100	+22%	+$24.6K	0.06%	138
2024 Q3	$113K	Sell	463 -33	-7%	-$7.56K	0.05%	154
2024 Q2	$107K	Sell	496 -23	-4%	-$4.98K	0.05%	153
2024 Q1	$107K	Buy	519 +31	+6%	+$5.95K	0.05%	152
2023 Q4	$83.7K	Buy	488 +70	+17%	+$12.8K	0.05%	168
2023 Q3	$71.7K	Buy	418 +20	+5%	+$3.58K	0.06%	121
2023 Q2	$71K	Hold	398	–	–	0.06%	126
2023 Q1	$72.9K	Buy	+398	New	+$70K	0.07%	128

Other funds holding GLD

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

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

Elevation Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 478 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #152.

Elevation Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 15 quarters since. The position peaked at $209K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Elevation Wealth Partners held 478 shares of SPDR Gold Trust worth $182K as of Q3 2026.
Elevation Wealth Partners left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #152 holding.
Elevation Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's SPDR Gold Trust position peaked at $209K in Q4 2025.
1,257 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.