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

FSR 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	$547K	Buy	1,436 +151	+12%	+$59K	0.59%	24
2026 Q2	$473K	Sell	1,285 -2	-0.2%	-$829	0.54%	23
2026 Q1	$554K	Sell	1,287 -255	-17%	-$114K	0.69%	28
2025 Q4	$611K	Sell	1,542 -16	-1%	-$6.11K	0.72%	22
2025 Q3	$554K	Sell	1,558 -3	-0.2%	-$956	0.66%	20
2025 Q2	$476K	Sell	1,561 -26	-2%	-$7.87K	0.61%	24
2025 Q1	$457K	Buy	1,587 +279	+21%	+$73.8K	0.6%	28
2024 Q4	$317K	Buy	+1,308	New	+$321K	0.4%	30

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 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

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

FSR Wealth Management increased its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, buying an estimated $59K and bringing the position to 1,436 shares worth $547K. The position accounts for 0.59% of the portfolio, ranked #24.

FSR Wealth Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $611K in Q4 2025. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

FSR Wealth Management held 1,436 shares of SPDR Gold Trust worth $547K as of Q3 2026.
FSR Wealth Management bought 151 SPDR Gold Trust shares in Q3 2026, an estimated $59K.
SPDR Gold Trust made up 0.59% of FSR Wealth Management's portfolio in Q3 2026, its #24 holding.
FSR Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
FSR Wealth Management's SPDR Gold Trust position peaked at $611K in Q4 2025.
1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on FSR Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.