Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s SPDR Gold Trust GLD Stock Holding History

Galvin Gaustad & Stein’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 		$1.06M Buy
2,788
+208
+8% +$81.3K 0.08% 126
2026
Q2 		$950K Buy
2,580
+398
+18% +$165K 0.07% 138
2026
Q1 		$939K Buy
2,182
+541
+33% +$242K 0.08% 134
2025
Q4 		$650K Buy
+1,641
New +$627K 0.05% 150

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Galvin Gaustad & Stein's GLD Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its SPDR Gold Trust (GLD) stake by 8.1% in Q3 2026, buying an estimated $81.3K and bringing the position to 2,788 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #126.

Galvin Gaustad & Stein first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Galvin Gaustad & Stein held 2,788 shares of SPDR Gold Trust worth $1.06M as of Q3 2026.
  • Galvin Gaustad & Stein bought 208 SPDR Gold Trust shares in Q3 2026, an estimated $81.3K.
  • SPDR Gold Trust made up 0.08% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #126 holding.
  • Galvin Gaustad & Stein first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.