LongView Wealth Management
GLD icon

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

LongView 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 		$233K Sell
611
-67
-10% -$26.2K 0.06% 214
2026
Q2 		$250K Buy
678
+8
+1% +$3.31K 0.06% 205
2026
Q1 		$298K Sell
670
-115
-15% -$51.5K 0.07% 195
2025
Q4 		$331K Sell
785
-2
-0.3% -$764 0.08% 186
2025
Q3 		$280K Buy
+787
New +$251K 0.08% 187

Other funds holding GLD

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 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

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

LongView Wealth Management reduced its SPDR Gold Trust (GLD) stake by 9.9% in Q3 2026, selling an estimated $26.2K and leaving 611 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #214.

LongView Wealth Management first reported a position in GLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • LongView Wealth Management held 611 shares of SPDR Gold Trust worth $233K as of Q3 2026.
  • LongView Wealth Management sold 67 SPDR Gold Trust shares in Q3 2026, an estimated $26.2K.
  • SPDR Gold Trust made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #214 holding.
  • LongView Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's SPDR Gold Trust position peaked at $331K in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.