Ellevest Inc’s SPDR Gold Trust GLD Stock Holding History

Ellevest Inc’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	$229K	Buy	1,336 +13	+1%	+$5.08K	0.03%	404
2026 Q2	$224K	Buy	+1,323	New	+$548K	0.03%	427
2023 Q2	–	Sell	-35	Closed	-$6.41K	–	852
2023 Q1	$6.41K	Buy	+35	New	+$6.16K	﹤0.01%	1149
2022 Q4	–	Sell	-1,209	Closed	-$187K	–	1888
2022 Q3	$187K	Hold	1,209	–	–	0.02%	286
2022 Q2	$204K	Hold	1,209	–	–	0.02%	275
2022 Q1	$218K	Hold	1,209	–	–	0.02%	306
2021 Q4	$207K	Sell	1,209 -80	-6%	-$13.4K	0.02%	286
2021 Q3	$212K	Sell	1,289 -11	-0.8%	-$1.84K	0.02%	259
2021 Q2	$215K	Sell	1,300 -163	-11%	-$27.7K	0.02%	246
2021 Q1	$234K	Buy	1,463 +254	+21%	+$42.7K	0.03%	190
2020 Q4	$216K	Hold	1,209	–	–	0.03%	150
2020 Q3	$214K	Buy	1,209 +474	+64%	+$85.2K	0.04%	127
2020 Q2	$123K	Buy	735 +595	+425%	+$96K	0.03%	165
2020 Q1	$21K	Hold	140	–	–	0.01%	426
2019 Q4	$20K	Hold	140	–	–	0.01%	413
2019 Q3	$19K	Hold	140	–	–	0.01%	181
2019 Q2	$19K	Hold	140	–	–	0.01%	202
2019 Q1	$17K	Hold	140	–	–	0.01%	155
2018 Q4	$17K	Buy	+140	New	+$16.3K	0.01%	326

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Ellevest Inc's GLD Position: Q3 2026 in Review

Ellevest Inc increased its SPDR Gold Trust (GLD) stake by 0.98% in Q3 2026, buying an estimated $5.08K and bringing the position to 1,336 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #404.

Ellevest Inc first reported a position in GLD in Q4 2018 and has held it in 19 quarters since. The position peaked at $234K in Q1 2021. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Ellevest Inc held 1,336 shares of SPDR Gold Trust worth $229K as of Q3 2026.
Ellevest Inc bought 13 SPDR Gold Trust shares in Q3 2026, an estimated $5.08K.
SPDR Gold Trust made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #404 holding.
Ellevest Inc first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 19 quarters since.
Ellevest Inc's SPDR Gold Trust position peaked at $234K in Q1 2021.
2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.