LA
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Latitude Advisors’s SPDR Gold Trust GLD Stock Holding History

Latitude 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 		$4.62M Sell
12,120
-377
-3% -$147K 1.43% 10
2026
Q2 		$4.6M Buy
12,497
+212
+2% +$87.8K 1.84% 7
2026
Q1 		$5.29M Sell
12,285
-1,199
-9% -$537K 2.42% 4
2025
Q4 		$5.34M Sell
13,484
-1,036
-7% -$396K 2.35% 5
2025
Q3 		$5.16M Sell
14,520
-3,221
-18% -$1.03M 2.36% 5
2025
Q2 		$5.41M Sell
17,741
-1,564
-8% -$474K 2.72% 5
2025
Q1 		$5.56M Buy
19,305
+3,721
+24% +$984K 3.23% 4
2024
Q4 		$3.77M Buy
15,584
+1,228
+9% +$302K 2.13% 7
2024
Q3 		$3.49M Buy
14,356
+531
+4% +$122K 1.97% 7
2024
Q2 		$2.97M Sell
13,825
-1,164
-8% -$252K 1.82% 8
2024
Q1 		$3.08M Buy
14,989
+4,188
+39% +$804K 1.93% 10
2023
Q4 		$2.06M Sell
10,801
-717
-6% -$131K 1.45% 11
2023
Q3 		$1.97M Buy
11,518
+48
+0.4% +$8.58K 1.41% 13
2023
Q2 		$2.04M Buy
11,470
+8,988
+362% +$1.65M 1.42% 13
2023
Q1 		$455K Sell
2,482
-382
-13% -$67.2K 0.33% 79
2022
Q4 		$486K Sell
2,864
-14,430
-83% -$2.32M 0.36% 62
2022
Q3 		$2.68M Buy
17,294
+4,041
+30% +$650K 2.21% 11
2022
Q2 		$2.23M Sell
13,253
-62,385
-82% -$10.9M 2.05% 11
2022
Q1 		$13.7M Buy
75,638
+73,944
+4,365% +$13M 3.08% 5
2021
Q4 		$290K Sell
1,694
-60
-3% -$10.1K 0.08% 230
2021
Q3 		$288K Buy
+1,754
New +$294K 0.09% 217

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 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
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Latitude Advisors's GLD Position: Q3 2026 in Review

Latitude Advisors reduced its SPDR Gold Trust (GLD) stake by 3% in Q3 2026, selling an estimated $147K and leaving 12,120 shares worth $4.62M. The position accounts for 1.43% of the portfolio, ranked #10.

Latitude Advisors first reported a position in GLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $13.7M in Q1 2022. 1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Latitude Advisors held 12,120 shares of SPDR Gold Trust worth $4.62M as of Q3 2026.
  • Latitude Advisors sold 377 SPDR Gold Trust shares in Q3 2026, an estimated $147K.
  • SPDR Gold Trust made up 1.43% of Latitude Advisors's portfolio in Q3 2026, its #10 holding.
  • Latitude Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • Latitude Advisors's SPDR Gold Trust position peaked at $13.7M in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.