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Heritage Wealth Architects’s SPDR Gold Trust GLD Stock Holding History

Heritage Wealth Architects’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 		$314K Buy
825
+68
+9% +$26.6K 0.13% 57
2026
Q2 		$278K Hold
757
– – 0.11% 65
2026
Q1 		$320K Sell
757
-164
-18% -$73.4K 0.13% 64
2025
Q4 		$422K Buy
921
+129
+16% +$49.3K 0.2% 52
2025
Q3 		$282K Sell
792
-28
-3% -$8.92K 0.17% 50
2025
Q2 		$250K Buy
+820
New +$248K 0.18% 45

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Heritage Wealth Architects's GLD Position: Q3 2026 in Review

Heritage Wealth Architects increased its SPDR Gold Trust (GLD) stake by 9% in Q3 2026, buying an estimated $26.6K and bringing the position to 825 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #57.

Heritage Wealth Architects first reported a position in GLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $422K in Q4 2025. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Heritage Wealth Architects held 825 shares of SPDR Gold Trust worth $314K as of Q3 2026.
  • Heritage Wealth Architects bought 68 SPDR Gold Trust shares in Q3 2026, an estimated $26.6K.
  • SPDR Gold Trust made up 0.13% of Heritage Wealth Architects's portfolio in Q3 2026, its #57 holding.
  • Heritage Wealth Architects first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's SPDR Gold Trust position peaked at $422K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.