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Legacy Solutions LLC’s SPDR Gold Trust GLD Stock Holding History

Legacy Solutions LLC’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 		$1.42M Sell
3,729
-21
-0.6% -$8.21K 1.08% 22
2026
Q2 		$1.38M Hold
3,750
– – 1.12% 22
2026
Q1 		$1.61M Buy
3,750
+22
+0.6% +$9.85K 1.5% 16
2025
Q4 		$1.48M Buy
3,728
+16
+0.4% +$6.11K 1.3% 17
2025
Q3 		$1.32M Buy
3,712
+147
+4% +$46.8K 1.19% 17
2025
Q2 		$1.09M Buy
+3,565
New +$1.08M 1.04% 19

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Solutions LLC's GLD Position: Q3 2026 in Review

Legacy Solutions LLC reduced its SPDR Gold Trust (GLD) stake by 0.56% in Q3 2026, selling an estimated $8.21K and leaving 3,729 shares worth $1.42M. The position accounts for 1.08% of the portfolio, ranked #22.

Legacy Solutions LLC first reported a position in GLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2026. 401 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Legacy Solutions LLC held 3,729 shares of SPDR Gold Trust worth $1.42M as of Q3 2026.
  • Legacy Solutions LLC sold 21 SPDR Gold Trust shares in Q3 2026, an estimated $8.21K.
  • SPDR Gold Trust made up 1.08% of Legacy Solutions LLC's portfolio in Q3 2026, its #22 holding.
  • Legacy Solutions LLC first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • Legacy Solutions LLC's SPDR Gold Trust position peaked at $1.61M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.