Grant Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Grant Private 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	$302K	Buy	794 +85	+12%	+$33.2K	0.14%	129
2026 Q2	$261K	Sell	709 -15	-2%	-$6.21K	0.11%	138
2026 Q1	$312K	Sell	724 -145	-17%	-$64.9K	0.17%	113
2025 Q4	$344K	Sell	869 -34	-4%	-$13K	0.21%	98
2025 Q3	$321K	Buy	+903	New	+$288K	0.2%	99
2025 Q2	–	Sell	-860	Closed	-$248K	–	90
2025 Q1	$248K	Buy	+860	New	+$227K	0.27%	102

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Grant Private Wealth Management's GLD Position: Q3 2026 in Review

Grant Private Wealth Management increased its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, buying an estimated $33.2K and bringing the position to 794 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #129.

Grant Private Wealth Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Grant Private Wealth Management held 794 shares of SPDR Gold Trust worth $302K as of Q3 2026.
Grant Private Wealth Management bought 85 SPDR Gold Trust shares in Q3 2026, an estimated $33.2K.
SPDR Gold Trust made up 0.14% of Grant Private Wealth Management's portfolio in Q3 2026, its #129 holding.
Grant Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Grant Private Wealth Management's SPDR Gold Trust position peaked at $344K in Q4 2025.
1,107 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.