Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Forvis Mazars 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 		$1.37M Buy
3,610
+409
+13% +$160K 0.02% 195
2026
Q2 		$1.18M Sell
3,201
-51
-2% -$21.1K 0.02% 210
2026
Q1 		$1.4M Buy
3,252
+123
+4% +$55.1K 0.03% 185
2025
Q4 		$1.24M Buy
3,129
+101
+3% +$38.6K 0.02% 190
2025
Q3 		$1.08M Sell
3,028
-160
-5% -$51K 0.02% 201
2025
Q2 		$972K Buy
3,188
+160
+5% +$48.4K 0.02% 210
2025
Q1 		$872K Buy
3,028
+94
+3% +$24.9K 0.02% 218
2024
Q4 		$710K Buy
2,934
+1
+0% +$246 0.02% 260
2024
Q3 		$713K Buy
2,933
+460
+19% +$105K 0.02% 263
2024
Q2 		$532K Buy
2,473
+154
+7% +$33.3K 0.01% 281
2024
Q1 		$477K Buy
2,319
+750
+48% +$144K 0.01% 301
2023
Q4 		$300K Sell
1,569
-436
-22% -$79.9K 0.01% 338
2023
Q3 		$344K Buy
2,005
+256
+15% +$45.8K 0.01% 312
2023
Q2 		$312K Buy
1,749
+630
+56% +$116K 0.01% 354
2023
Q1 		$205K Buy
+1,119
New +$197K 0.01% 391
2022
Q4 		– Sell
-1,444
Closed -$224K – 394
2022
Q3 		$224K Sell
1,444
-214
-13% -$34.4K 0.01% 361
2022
Q2 		$279K Buy
+1,658
New +$290K 0.01% 329
2014
Q2 		– Sell
-1,968
Closed -$242K – 147
2014
Q1 		$242K Sell
1,968
-832
-30% -$104K 0.04% 142
2013
Q4 		$325K Sell
2,800
-155
-5% -$19K 0.06% 121
2013
Q3 		$379K Buy
+2,955
New +$379K 0.08% 110

Other funds holding GLD

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GLD Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 13% in Q3 2026, buying an estimated $160K and bringing the position to 3,610 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #195.

Forvis Mazars Wealth Advisors first reported a position in GLD in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.4M in Q1 2026. 1,716 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 3,610 shares of SPDR Gold Trust worth $1.37M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 409 SPDR Gold Trust shares in Q3 2026, an estimated $160K.
  • SPDR Gold Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #195 holding.
  • Forvis Mazars Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's SPDR Gold Trust position peaked at $1.4M in Q1 2026.
  • 1,716 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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