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Investment Partners Asset Management’s SPDR Gold Trust GLD Stock Holding History

Investment Partners Asset Management’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 		$627K Buy
1,646
+17
+1% +$6.65K 0.34% 79
2026
Q2 		$600K Buy
1,629
+1
+0.1% +$414 0.33% 83
2026
Q1 		$701K Sell
1,628
-120
-7% -$53.7K 0.43% 68
2025
Q4 		$693K Sell
1,748
-40
-2% -$15.3K 0.43% 65
2025
Q3 		$636K Buy
1,788
+8
+0.4% +$2.55K 0.42% 66
2025
Q2 		$543K Sell
1,780
-300
-14% -$90.8K 0.38% 78
2025
Q1 		$599K Hold
2,080
– – 0.47% 69
2024
Q4 		$504K Sell
2,080
-81
-4% -$19.9K 0.4% 76
2024
Q3 		$525K Hold
2,161
– – 0.43% 73
2024
Q2 		$465K Sell
2,161
-161
-7% -$34.8K 0.41% 75
2024
Q1 		$478K Sell
2,322
-290
-11% -$55.7K 0.43% 76
2023
Q4 		$499K Buy
+2,612
New +$479K 0.5% 63

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

Investment Partners Asset Management's GLD Position: Q3 2026 in Review

Investment Partners Asset Management increased its SPDR Gold Trust (GLD) stake by 1% in Q3 2026, buying an estimated $6.65K and bringing the position to 1,646 shares worth $627K. The position accounts for 0.34% of the portfolio, ranked #79.

Investment Partners Asset Management first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $701K in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Investment Partners Asset Management held 1,646 shares of SPDR Gold Trust worth $627K as of Q3 2026.
  • Investment Partners Asset Management bought 17 SPDR Gold Trust shares in Q3 2026, an estimated $6.65K.
  • SPDR Gold Trust made up 0.34% of Investment Partners Asset Management's portfolio in Q3 2026, its #79 holding.
  • Investment Partners Asset Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's SPDR Gold Trust position peaked at $701K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.