Finer Wealth Management
GLD icon

Finer Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Finer Wealth 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 		$2.2M Buy
5,788
+375
+7% +$147K 0.87% 29
2026
Q2 		$1.99M Buy
5,413
+488
+10% +$202K 0.89% 30
2026
Q1 		$2.12M Buy
4,925
+238
+5% +$107K 1.06% 26
2025
Q4 		$1.86M Buy
4,687
+1,097
+31% +$419K 0.9% 29
2025
Q3 		$1.28M Buy
3,590
+118
+3% +$37.6K 0.64% 36
2025
Q2 		$1.06M Sell
3,472
-168
-5% -$50.9K 0.57% 38
2025
Q1 		$1.05M Sell
3,640
-1,112
-23% -$294K 0.63% 35
2024
Q4 		$1.15M Buy
4,752
+748
+19% +$184K 0.66% 33
2024
Q3 		$973K Sell
4,004
-411
-9% -$94.1K 0.6% 34
2024
Q2 		$949K Sell
4,415
-309
-7% -$66.8K 0.61% 36
2024
Q1 		$972K Sell
4,724
-547
-10% -$105K 0.64% 36
2023
Q4 		$1.01M Sell
5,271
-177
-3% -$32.4K 0.75% 33
2023
Q3 		$934K Sell
5,448
-2,104
-28% -$376K 0.75% 35
2023
Q2 		$1.35M Buy
7,552
+23
+0.3% +$4.23K 1.05% 31
2023
Q1 		$1.38M Sell
7,529
-482
-6% -$84.8K 1.17% 30
2022
Q4 		$1.36M Sell
8,011
-48
-0.6% -$7.73K 1.27% 28
2022
Q3 		$1.25M Buy
8,059
+73
+0.9% +$11.7K 1.23% 27
2022
Q2 		$1.34M Buy
7,986
+48
+0.6% +$8.38K 1.23% 28
2022
Q1 		$1.43M Sell
7,938
-100
-1% -$17.5K 1.17% 29
2021
Q4 		$1.37M Buy
+8,038
New +$1.35M 1.14% 28

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Korea
Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Finer Wealth Management's GLD Position: Q3 2026 in Review

Finer Wealth Management increased its SPDR Gold Trust (GLD) stake by 6.9% in Q3 2026, buying an estimated $147K and bringing the position to 5,788 shares worth $2.2M. The position accounts for 0.87% of the portfolio, ranked #29.

Finer Wealth Management first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. 2,500 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Finer Wealth Management held 5,788 shares of SPDR Gold Trust worth $2.2M as of Q3 2026.
  • Finer Wealth Management bought 375 SPDR Gold Trust shares in Q3 2026, an estimated $147K.
  • SPDR Gold Trust made up 0.87% of Finer Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Finer Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • 2,500 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.