Lantz Financial
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Lantz Financial’s SPDR Gold Trust GLD Stock Holding History

Lantz Financial’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 		$521K Buy
1,368
+248
+22% +$97K 0.09% 178
2026
Q2 		$413K Hold
1,120
– – 0.08% 191
2026
Q1 		$482K Hold
1,120
– – 0.1% 170
2025
Q4 		$444K Hold
1,120
– – 0.09% 174
2025
Q3 		$398K Hold
1,120
– – 0.09% 179
2025
Q2 		$341K Sell
1,120
-78
-7% -$23.6K 0.09% 172
2025
Q1 		$345K Hold
1,198
– – 0.09% 168
2024
Q4 		$290K Buy
1,198
+104
+10% +$25.6K 0.08% 183
2024
Q3 		$266K Hold
1,094
– – 0.07% 189
2024
Q2 		$235K Hold
1,094
– – 0.07% 187
2024
Q1 		$225K Sell
1,094
-14
-1% -$2.69K 0.07% 189
2023
Q4 		$212K Buy
+1,108
New +$203K 0.08% 190
2022
Q3 		– Sell
-17,030
Closed -$2.87M – 169
2022
Q2 		$2.87M Buy
17,030
+15,893
+1,398% +$2.78M 1.29% 16
2022
Q1 		$205K Buy
+1,137
New +$199K 0.08% 163
2020
Q4 		– Sell
-1,150
Closed -$204K – 127
2020
Q3 		$204K Buy
+1,150
New +$207K 0.14% 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

Lantz Financial's GLD Position: Q3 2026 in Review

Lantz Financial increased its SPDR Gold Trust (GLD) stake by 22% in Q3 2026, buying an estimated $97K and bringing the position to 1,368 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #178.

Lantz Financial first reported a position in GLD in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.87M in Q2 2022. 1,008 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Lantz Financial held 1,368 shares of SPDR Gold Trust worth $521K as of Q3 2026.
  • Lantz Financial bought 248 SPDR Gold Trust shares in Q3 2026, an estimated $97K.
  • SPDR Gold Trust made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #178 holding.
  • Lantz Financial first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 15 quarters since.
  • Lantz Financial's SPDR Gold Trust position peaked at $2.87M in Q2 2022.
  • 1,008 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.