Graves Light Lenhart Wealth
GLD icon

Graves Light Lenhart Wealth’s SPDR Gold Trust GLD Stock Holding History

Graves Light Lenhart Wealth’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 		$313K Sell
821
-68
-8% -$26.6K 0.03% 151
2026
Q2 		$327K Buy
889
+120
+16% +$49.7K 0.03% 152
2026
Q1 		$331K Hold
769
– – 0.03% 144
2025
Q4 		$305K Sell
769
-193
-20% -$73.7K 0.03% 149
2025
Q3 		$342K Hold
962
– – 0.04% 136
2025
Q2 		$293K Hold
962
– – 0.03% 149
2025
Q1 		$277K Hold
962
– – 0.03% 149
2024
Q4 		$233K Hold
962
– – 0.03% 164
2024
Q3 		$234K Hold
962
– – 0.03% 167
2024
Q2 		$207K Buy
+962
New +$208K 0.02% 172
2023
Q3 		– Sell
-1,162
Closed -$207K – 180
2023
Q2 		$207K Hold
1,162
– – 0.03% 172
2023
Q1 		$213K Sell
1,162
-25
-2% -$4.4K 0.03% 156
2022
Q4 		$201K Buy
+1,187
New +$191K 0.03% 159
2022
Q3 		– Sell
-1,275
Closed -$215K – 323
2022
Q2 		$215K Hold
1,275
– – 0.03% 160
2022
Q1 		$230K Hold
1,275
– – 0.03% 165
2021
Q4 		$218K Hold
1,275
– – 0.03% 186
2021
Q3 		$209K Hold
1,275
– – 0.03% 172
2021
Q2 		$211K Hold
1,275
– – 0.03% 175
2021
Q1 		$204K Buy
1,275
+238
+23% +$40K 0.04% 175
2020
Q4 		$185K Sell
1,037
-200
-16% -$35.2K 0.03% 173
2020
Q3 		$219K Buy
+1,237
New +$222K 0.05% 147

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Korea
Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Graves Light Lenhart Wealth's GLD Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its SPDR Gold Trust (GLD) stake by 7.6% in Q3 2026, selling an estimated $26.6K and leaving 821 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #151.

Graves Light Lenhart Wealth first reported a position in GLD in Q3 2020 and has held it in 21 quarters since. The position peaked at $342K in Q3 2025. 2,651 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Graves Light Lenhart Wealth held 821 shares of SPDR Gold Trust worth $313K as of Q3 2026.
  • Graves Light Lenhart Wealth sold 68 SPDR Gold Trust shares in Q3 2026, an estimated $26.6K.
  • SPDR Gold Trust made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #151 holding.
  • Graves Light Lenhart Wealth first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • Graves Light Lenhart Wealth's SPDR Gold Trust position peaked at $342K in Q3 2025.
  • 2,651 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.