GoalVest Advisory’s SPDR Gold Trust GLD Stock Holding History

GoalVest Advisory’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	$206K	Buy	68,093 +67,730	+18,658%	+$26.5M	0.04%	120
2026 Q2	$134K	Sell	363 -21	-5%	-$8.7K	0.02%	139
2026 Q1	$165K	Buy	384 +80	+26%	+$35.8K	0.03%	153
2025 Q4	$120K	Sell	304 -226	-43%	-$86.3K	0.02%	172
2025 Q3	$188K	Buy	530 +6	+1%	+$1.91K	0.04%	134
2025 Q2	$160K	Hold	524	–	–	0.04%	146
2025 Q1	$151K	Sell	524 -187	-26%	-$49.5K	0.04%	135
2024 Q4	$172K	Hold	711	–	–	0.05%	124
2024 Q3	$173K	Hold	711	–	–	0.05%	119
2024 Q2	$153K	Hold	711	–	–	0.05%	118
2024 Q1	$146K	Hold	711	–	–	0.05%	129
2023 Q4	$136K	Buy	711 +193	+37%	+$35.4K	0.06%	82
2023 Q3	$88.8K	Buy	518 +116	+29%	+$20.7K	0.04%	112
2023 Q2	$71.7K	Buy	+402	New	+$73.9K	0.04%	118
2021 Q2	$39K	Sell	236 -10,964	-98%	-$1.86M	0.02%	156
2021 Q1	$1.79M	Sell	11,200 -3,376	-23%	-$567K	1.34%	20
2020 Q4	$2.6M	Buy	+14,576	New	+$2.57M	2.19%	9

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

GoalVest Advisory's GLD Position: Q3 2026 in Review

GoalVest Advisory increased its SPDR Gold Trust (GLD) stake by 18,658% in Q3 2026, buying an estimated $26.5M and bringing the position to 68,093 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #120.

GoalVest Advisory first reported a position in GLD in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.6M in Q4 2020. 1,400 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

GoalVest Advisory held 68,093 shares of SPDR Gold Trust worth $206K as of Q3 2026.
GoalVest Advisory bought 67,730 SPDR Gold Trust shares in Q3 2026, an estimated $26.5M.
SPDR Gold Trust made up 0.04% of GoalVest Advisory's portfolio in Q3 2026, its #120 holding.
GoalVest Advisory first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 17 quarters since.
GoalVest Advisory's SPDR Gold Trust position peaked at $2.6M in Q4 2020.
1,400 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.