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Guardian Wealth Advisors (Minnesota)’s SPDR Gold Trust GLD Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2025
Q4 		– Sell
-668
Closed -$237K – 72
2025
Q3 		$237K Buy
+668
New +$213K 0.13% 65

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s GLD Position: Q4 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 668 shares — an estimated $237K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in GLD in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 3,084 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 668 SPDR Gold Trust shares in Q4 2025, an estimated $237K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in SPDR Gold Trust in Q3 2025 and held it in 1 quarter.
  • Guardian Wealth Advisors (Minnesota)'s SPDR Gold Trust position peaked at $237K in Q3 2025.
  • 3,084 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2025, filed 2 Feb 2026.