IVC Wealth Advisors
GLD icon

IVC Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

IVC Wealth 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 		$399K Buy
1,047
+65
+7% +$25.4K 0.16% 107
2026
Q2 		$362K Hold
982
– – 0.14% 116
2026
Q1 		$423K Hold
982
– – 0.18% 100
2025
Q4 		$389K Sell
982
-460
-32% -$176K 0.17% 108
2025
Q3 		$513K Buy
1,442
+18
+1% +$5.74K 0.23% 80
2025
Q2 		$434K Sell
1,424
-88
-6% -$26.6K 0.21% 89
2025
Q1 		$436K Sell
1,512
-119
-7% -$31.5K 0.23% 85
2024
Q4 		$395K Sell
1,631
-61
-4% -$15K 0.22% 89
2024
Q3 		$411K Sell
1,692
-153
-8% -$35K 0.23% 94
2024
Q2 		$397K Hold
1,845
– – 0.22% 99
2024
Q1 		$380K Hold
1,845
– – 0.22% 103
2023
Q4 		$353K Hold
1,845
– – 0.22% 99
2023
Q3 		$316K Hold
1,845
– – 0.21% 106
2023
Q2 		$329K Hold
1,845
– – 0.21% 106
2023
Q1 		$338K Hold
1,845
– – 0.24% 95
2022
Q4 		$313K Hold
1,845
– – 0.23% 106
2022
Q3 		$285K Sell
1,845
-647
-26% -$104K 0.23% 106
2022
Q2 		$420K Sell
2,492
-100
-4% -$17.5K 0.33% 75
2022
Q1 		$468K Hold
2,592
– – 0.31% 79
2021
Q4 		$443K Sell
2,592
-35
-1% -$5.88K 0.29% 91
2021
Q3 		$431K Buy
2,627
+54
+2% +$9.04K 0.3% 86
2021
Q2 		$426K Sell
2,573
-632
-20% -$107K 0.3% 84
2021
Q1 		$513K Sell
3,205
-4,014
-56% -$675K 0.4% 71
2020
Q4 		$1.29M Buy
+7,219
New +$1.27M 1.23% 17

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

IVC Wealth Advisors's GLD Position: Q3 2026 in Review

IVC Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 6.6% in Q3 2026, buying an estimated $25.4K and bringing the position to 1,047 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #107.

IVC Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • IVC Wealth Advisors held 1,047 shares of SPDR Gold Trust worth $399K as of Q3 2026.
  • IVC Wealth Advisors bought 65 SPDR Gold Trust shares in Q3 2026, an estimated $25.4K.
  • SPDR Gold Trust made up 0.16% of IVC Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • IVC Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's SPDR Gold Trust position peaked at $1.29M in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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