Herold Advisors
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Herold Advisors’s SPDR Gold Trust GLD Stock Holding History

Herold 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 		$2.39M Buy
6,279
+150
+2% +$58.7K 0.47% 54
2026
Q2 		$2.26M Sell
6,129
-155
-2% -$64.2K 0.45% 62
2026
Q1 		$2.7M Hold
6,284
– – 0.59% 48
2025
Q4 		$2.49M Buy
6,284
+300
+5% +$115K 0.56% 48
2025
Q3 		$2.13M Buy
5,984
+269
+5% +$85.7K 0.49% 58
2025
Q2 		$1.74M Sell
5,715
-899
-14% -$272K 0.37% 77
2025
Q1 		$1.91M Sell
6,614
-50
-0.8% -$13.2K 0.42% 70
2024
Q4 		$1.61M Sell
6,664
-321
-5% -$78.9K 0.35% 78
2024
Q3 		$1.7M Buy
6,985
+1,030
+17% +$236K 0.37% 76
2024
Q2 		$1.28M Hold
5,955
– – 0.3% 92
2024
Q1 		$1.23M Hold
5,955
– – 0.3% 99
2023
Q4 		$1.14M Hold
5,955
– – 0.31% 93
2023
Q3 		$1.02M Hold
5,955
– – 0.31% 95
2023
Q2 		$1.06M Sell
5,955
-125
-2% -$23K 0.33% 91
2023
Q1 		$1.11M Buy
6,080
+875
+17% +$154K 0.39% 80
2022
Q4 		$883K Buy
5,205
+1,300
+33% +$209K 0.37% 85
2022
Q3 		$603K Buy
3,905
+350
+10% +$56.3K 0.29% 96
2022
Q2 		$598K Buy
3,555
+118
+3% +$20.6K 0.27% 106
2022
Q1 		$621K Buy
3,437
+125
+4% +$21.9K 0.22% 111
2021
Q4 		$566K Sell
3,312
-450
-12% -$75.5K 0.22% 116
2021
Q3 		$617K Buy
+3,762
New +$630K 0.24% 110

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

Herold Advisors's GLD Position: Q3 2026 in Review

Herold Advisors increased its SPDR Gold Trust (GLD) stake by 2.4% in Q3 2026, buying an estimated $58.7K and bringing the position to 6,279 shares worth $2.39M. The position accounts for 0.47% of the portfolio, ranked #54.

Herold Advisors first reported a position in GLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.7M in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Herold Advisors held 6,279 shares of SPDR Gold Trust worth $2.39M as of Q3 2026.
  • Herold Advisors bought 150 SPDR Gold Trust shares in Q3 2026, an estimated $58.7K.
  • SPDR Gold Trust made up 0.47% of Herold Advisors's portfolio in Q3 2026, its #54 holding.
  • Herold Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's SPDR Gold Trust position peaked at $2.7M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.