Gratus Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Gratus 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	$1.15M	Hold	3,020	–	–	0.15%	49
2026 Q2	$1.11M	Hold	3,020	–	–	0.14%	60
2026 Q1	$1.3M	Hold	3,020	–	–	0.19%	46
2025 Q4	$1.2M	Hold	3,020	–	–	0.17%	54
2025 Q3	$1.07M	Hold	3,020	–	–	0.15%	56
2025 Q2	$921K	Hold	3,020	–	–	0.14%	63
2025 Q1	$870K	Hold	3,020	–	–	0.14%	64
2024 Q4	$731K	Hold	3,020	–	–	0.12%	71
2024 Q3	$737K	Hold	3,020	–	–	0.12%	79
2024 Q2	$670K	Hold	3,020	–	–	0.12%	82
2024 Q1	$665K	Hold	3,020	–	–	0.12%	78
2023 Q4	$577K	Buy	+3,020	New	+$553K	0.11%	76

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Gratus Wealth Advisors's GLD Position: Q3 2026 in Review

Gratus Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 3,020 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #49.

Gratus Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 2,053 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Gratus Wealth Advisors held 3,020 shares of SPDR Gold Trust worth $1.15M as of Q3 2026.
Gratus Wealth Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.15% of Gratus Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Gratus Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's SPDR Gold Trust position peaked at $1.3M in Q1 2026.
2,053 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.