Encompass Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Encompass Wealth Advisors’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	$5.56M	Buy	14,600 +7,300	+100%	+$2.85M	0.82%	25
2026 Q2	$2.69M	Hold	7,300	–	–	0.82%	26
2026 Q1	$3.14M	Hold	7,300	–	–	1.09%	23
2025 Q4	$2.89M	Sell	7,300 -800	-10%	-$306K	0.98%	24
2025 Q3	$2.88M	Hold	8,100	–	–	0.98%	21
2025 Q2	$2.47M	Buy	8,100 +800	+11%	+$242K	0.91%	23
2025 Q1	$2.1M	Hold	7,300	–	–	0.86%	25
2024 Q4	$1.77M	Hold	7,300	–	–	0.71%	25
2024 Q3	$1.77M	Hold	7,300	–	–	0.44%	47
2024 Q2	$1.57M	Hold	7,300	–	–	0.42%	49
2024 Q1	$1.5M	Hold	7,300	–	–	0.4%	51
2023 Q4	$1.4M	Hold	7,300	–	–	0.42%	50
2023 Q3	$1.25M	Hold	7,300	–	–	0.42%	46
2023 Q2	$1.3M	Hold	7,300	–	–	0.42%	47
2023 Q1	$1.34M	Sell	7,300 -5	-0.1%	-$880	0.46%	44
2022 Q4	$1.24M	Hold	7,305	–	–	0.45%	45
2022 Q3	$1.13M	Hold	7,305	–	–	0.43%	45
2022 Q2	$1.23M	Hold	7,305	–	–	0.44%	45
2022 Q1	$1.32M	Sell	7,305 -5,000	-41%	-$877K	0.33%	52
2021 Q4	$2.1M	Sell	12,305 -9	-0.1%	-$1.51K	0.51%	37
2021 Q3	$2.02M	Hold	12,314	–	–	0.53%	38
2021 Q2	$2.04M	Buy	+12,314	New	+$2.09M	0.5%	41

Other funds holding GLD

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

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Encompass Wealth Advisors's GLD Position: Q3 2026 in Review

Encompass Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 100% in Q3 2026, buying an estimated $2.85M and bringing the position to 14,600 shares worth $5.56M. The position accounts for 0.82% of the portfolio, ranked #25.

Encompass Wealth Advisors first reported a position in GLD in Q2 2021 and has held it in 22 quarters since. 711 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Encompass Wealth Advisors held 14,600 shares of SPDR Gold Trust worth $5.56M as of Q3 2026.
Encompass Wealth Advisors bought 7,300 SPDR Gold Trust shares in Q3 2026, an estimated $2.85M.
SPDR Gold Trust made up 0.82% of Encompass Wealth Advisors's portfolio in Q3 2026, its #25 holding.
Encompass Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 22 quarters since.
711 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.