Financial Designs’s SPDR Gold Trust GLD Stock Holding History

Financial Designs’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	$614K	Buy	1,612 +55	+4%	+$21.5K	0.32%	21
2026 Q2	$574K	Hold	1,557	–	–	0.31%	23
2026 Q1	$670K	Buy	+1,557	New	+$697K	0.37%	23
2025 Q3	–	Sell	-1,695	Closed	-$517K	–	27
2025 Q2	$517K	Buy	+1,695	New	+$513K	0.32%	24
2023 Q4	–	Sell	-2,089	Closed	-$358K	–	15
2023 Q3	$358K	Buy	+2,089	New	+$374K	0.27%	19

Other funds holding GLD

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Financial Designs's GLD Position: Q3 2026 in Review

Financial Designs increased its SPDR Gold Trust (GLD) stake by 3.5% in Q3 2026, buying an estimated $21.5K and bringing the position to 1,612 shares worth $614K. The position accounts for 0.32% of the portfolio, ranked #21.

Financial Designs first reported a position in GLD in Q3 2023 and has held it in 5 quarters since. The position peaked at $670K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Financial Designs held 1,612 shares of SPDR Gold Trust worth $614K as of Q3 2026.
Financial Designs bought 55 SPDR Gold Trust shares in Q3 2026, an estimated $21.5K.
SPDR Gold Trust made up 0.32% of Financial Designs's portfolio in Q3 2026, its #21 holding.
Financial Designs first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 5 quarters since.
Financial Designs's SPDR Gold Trust position peaked at $670K in Q1 2026.
1,407 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.