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Ferguson Wellman Capital Management’s SPDR Gold Trust GLD Stock Holding History

Ferguson Wellman Capital 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 		$1.4M Buy
3,677
+282
+8% +$110K 0.02% 201
2026
Q2 		$1.25M Sell
3,395
-35
-1% -$14.5K 0.02% 210
2026
Q1 		$1.48M Buy
+3,430
New +$1.54M 0.02% 192
2019
Q1 		– Sell
-1,766
Closed -$214K – 350
2018
Q4 		$214K Buy
+1,766
New +$205K 0.01% 317

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Ferguson Wellman Capital Management's GLD Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its SPDR Gold Trust (GLD) stake by 8.3% in Q3 2026, buying an estimated $110K and bringing the position to 3,677 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #201.

Ferguson Wellman Capital Management first reported a position in GLD in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.48M in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Ferguson Wellman Capital Management held 3,677 shares of SPDR Gold Trust worth $1.4M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 282 SPDR Gold Trust shares in Q3 2026, an estimated $110K.
  • SPDR Gold Trust made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #201 holding.
  • Ferguson Wellman Capital Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 4 quarters since.
  • Ferguson Wellman Capital Management's SPDR Gold Trust position peaked at $1.48M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.