Guidance Point Advisors
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Guidance Point Advisors’s SPDR Gold Trust GLD Stock Holding History

Guidance Point 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 		$395K Buy
1,034
+22
+2% +$8.6K 0.08% 72
2026
Q2 		$374K Buy
1,012
+9
+0.9% +$3.73K 0.08% 75
2026
Q1 		$432K Sell
1,003
-15
-1% -$6.72K 0.1% 64
2025
Q4 		$404K Sell
1,018
-23
-2% -$8.78K 0.09% 65
2025
Q3 		$371K Sell
1,041
-7
-0.7% -$2.23K 0.09% 65
2025
Q2 		$319K Sell
1,048
-724
-41% -$219K 0.08% 69
2025
Q1 		$511K Sell
1,772
-102
-5% -$27K 0.15% 52
2024
Q4 		$454K Sell
1,874
-29
-2% -$7.13K 0.13% 55
2024
Q3 		$463K Hold
1,903
– – 0.14% 54
2024
Q2 		$409K Sell
1,903
-1,073
-36% -$232K 0.13% 54
2024
Q1 		$612K Buy
+2,976
New +$571K 0.2% 45
2021
Q4 		– Sell
-467
Closed -$76K – 204
2021
Q3 		$76K Buy
+467
New +$78.2K 0.03% 130

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Guidance Point Advisors's GLD Position: Q3 2026 in Review

Guidance Point Advisors increased its SPDR Gold Trust (GLD) stake by 2.2% in Q3 2026, buying an estimated $8.6K and bringing the position to 1,034 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #72.

Guidance Point Advisors first reported a position in GLD in Q3 2021 and has held it in 12 quarters since. The position peaked at $612K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Guidance Point Advisors held 1,034 shares of SPDR Gold Trust worth $395K as of Q3 2026.
  • Guidance Point Advisors bought 22 SPDR Gold Trust shares in Q3 2026, an estimated $8.6K.
  • SPDR Gold Trust made up 0.08% of Guidance Point Advisors's portfolio in Q3 2026, its #72 holding.
  • Guidance Point Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 12 quarters since.
  • Guidance Point Advisors's SPDR Gold Trust position peaked at $612K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.