Elevatus Welath Management’s SPDR Gold Trust GLD Stock Holding History

Elevatus Welath 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	$1.33M	Sell	3,503 -2,686	-43%	-$1.05M	0.32%	59
2026 Q2	$2.28M	Sell	6,189 -4,551	-42%	-$1.89M	0.55%	43
2026 Q1	$4.62M	Sell	10,740 -9,509	-47%	-$4.26M	2.42%	10
2025 Q4	$8.02M	Buy	20,249 +12,156	+150%	+$4.64M	2.19%	13
2025 Q3	$2.88M	Buy	8,093 +6,729	+493%	+$2.14M	0.83%	33
2025 Q2	$416K	Sell	1,364 -19,969	-94%	-$6.05M	0.14%	72
2025 Q1	$6.15M	Buy	21,333 +20,334	+2,035%	+$5.38M	3.48%	7
2024 Q4	$242K	Buy	+999	New	+$245K	0.08%	87

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Elevatus Welath Management's GLD Position: Q3 2026 in Review

Elevatus Welath Management reduced its SPDR Gold Trust (GLD) stake by 43% in Q3 2026, selling an estimated $1.05M and leaving 3,503 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #59.

Elevatus Welath Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.02M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Elevatus Welath Management held 3,503 shares of SPDR Gold Trust worth $1.33M as of Q3 2026.
Elevatus Welath Management sold 2,686 SPDR Gold Trust shares in Q3 2026, an estimated $1.05M.
SPDR Gold Trust made up 0.32% of Elevatus Welath Management's portfolio in Q3 2026, its #59 holding.
Elevatus Welath Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Elevatus Welath Management's SPDR Gold Trust position peaked at $8.02M in Q4 2025.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.