Highline Wealth Partners
GLD icon

Highline Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Highline Wealth Partners’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 		$3.18M Buy
8,356
+832
+11% +$325K 0.6% 36
2026
Q2 		$2.77M Buy
7,524
+1,196
+19% +$495K 0.56% 36
2026
Q1 		$2.72M Sell
6,328
-2,500
-28% -$1.12M 0.69% 32
2025
Q4 		$3.5M Sell
8,828
-175
-2% -$66.8K 0.98% 26
2025
Q3 		$3.2M Sell
9,003
-55
-0.6% -$17.5K 0.86% 30
2025
Q2 		$2.76M Buy
9,058
+753
+9% +$228K 0.82% 32
2025
Q1 		$2.39M Sell
8,305
-185
-2% -$48.9K 0.81% 32
2024
Q4 		$2.06M Sell
8,490
-672
-7% -$165K 0.67% 35
2024
Q3 		$2.23M Sell
9,162
-635
-6% -$145K 0.74% 34
2024
Q2 		$2.11M Sell
9,797
-336
-3% -$72.7K 0.79% 28
2024
Q1 		$2.08M Sell
10,133
-175
-2% -$33.6K 0.85% 28
2023
Q4 		$1.97M Sell
10,308
-220
-2% -$40.3K 0.95% 29
2023
Q3 		$1.81M Sell
10,528
-1,391
-12% -$249K 1.11% 25
2023
Q2 		$2.12M Sell
11,919
-355
-3% -$65.2K 1.34% 21
2023
Q1 		$2.25M Sell
12,274
-506
-4% -$89K 1.54% 18
2022
Q4 		$2.17M Sell
12,780
-2,609
-17% -$420K 1.6% 16
2022
Q3 		$2.38M Buy
+15,389
New +$2.47M 1.93% 13

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Highline Wealth Partners's GLD Position: Q3 2026 in Review

Highline Wealth Partners increased its SPDR Gold Trust (GLD) stake by 11% in Q3 2026, buying an estimated $325K and bringing the position to 8,356 shares worth $3.18M. The position accounts for 0.6% of the portfolio, ranked #36.

Highline Wealth Partners first reported a position in GLD in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q4 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Highline Wealth Partners held 8,356 shares of SPDR Gold Trust worth $3.18M as of Q3 2026.
  • Highline Wealth Partners bought 832 SPDR Gold Trust shares in Q3 2026, an estimated $325K.
  • SPDR Gold Trust made up 0.6% of Highline Wealth Partners's portfolio in Q3 2026, its #36 holding.
  • Highline Wealth Partners first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's SPDR Gold Trust position peaked at $3.5M in Q4 2025.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.