Holos Integrated Wealth
GLD icon

Holos Integrated Wealth’s SPDR Gold Trust GLD Stock Holding History

Holos Integrated Wealth’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 		$171K Hold
451
– – 0.08% 90
2026
Q2 		$170K Hold
451
– – 0.08% 91
2026
Q1 		$195K Buy
451
+140
+45% +$62.7K 0.1% 86
2025
Q4 		$124K Hold
311
– – 0.07% 84
2025
Q3 		$115K Hold
311
– – 0.07% 82
2025
Q2 		$97.4K Hold
311
– – 0.06% 87
2025
Q1 		$89.6K Hold
311
– – 0.06% 87
2024
Q4 		$75.3K Buy
+311
New +$76.4K 0.05% 91

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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

Holos Integrated Wealth's GLD Position: Q3 2026 in Review

Holos Integrated Wealth held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 451 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #90.

Holos Integrated Wealth first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $195K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Holos Integrated Wealth held 451 shares of SPDR Gold Trust worth $171K as of Q3 2026.
  • Holos Integrated Wealth left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #90 holding.
  • Holos Integrated Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's SPDR Gold Trust position peaked at $195K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.