Lodestone Wealth Management
GLD icon

Lodestone Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Lodestone Wealth 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 		$1.16M Hold
3,052
– – 0.39% 69
2026
Q2 		$1.12M Sell
3,052
-22
-0.7% -$9.11K 0.4% 70
2026
Q1 		$1.32M Sell
3,074
-240
-7% -$107K 0.52% 59
2025
Q4 		$1.31M Sell
3,314
-28
-0.8% -$10.7K 0.53% 54
2025
Q3 		$1.19M Buy
3,342
+42
+1% +$13.4K 0.53% 56
2025
Q2 		$1.01M Sell
3,300
-36
-1% -$10.9K 0.49% 61
2025
Q1 		$961K Buy
3,336
+41
+1% +$10.8K 0.51% 60
2024
Q4 		$798K Sell
3,295
-100
-3% -$24.6K 0.4% 69
2024
Q3 		$825K Hold
3,395
– – 0.41% 66
2024
Q2 		$730K Sell
3,395
-48
-1% -$10.4K 0.38% 68
2024
Q1 		$708K Sell
3,443
-37
-1% -$7.1K 0.37% 68
2023
Q4 		$665K Sell
3,480
-6
-0.2% -$1.1K 0.39% 67
2023
Q3 		$598K Buy
3,486
+2
+0.1% +$358 0.42% 63
2023
Q2 		$621K Buy
3,484
+36
+1% +$6.62K 0.43% 63
2023
Q1 		$632K Buy
3,448
+121
+4% +$21.3K 0.49% 59
2022
Q4 		$597K Buy
+3,327
New +$536K 0.48% 58

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Korea
Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Lodestone Wealth Management's GLD Position: Q3 2026 in Review

Lodestone Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 3,052 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #69.

Lodestone Wealth Management first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2026. 2,626 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Lodestone Wealth Management held 3,052 shares of SPDR Gold Trust worth $1.16M as of Q3 2026.
  • Lodestone Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.39% of Lodestone Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Lodestone Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's SPDR Gold Trust position peaked at $1.32M in Q1 2026.
  • 2,626 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.