LVW Advisors
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LVW Advisors’s SPDR Gold Trust GLD Stock Holding History

LVW 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 		$1.67M Sell
4,375
-165
-4% -$64.5K 0.14% 89
2026
Q2 		$1.67M Buy
4,540
+1,862
+70% +$771K 0.14% 86
2026
Q1 		$1.15M Buy
2,678
+1,204
+82% +$539K 0.11% 102
2025
Q4 		$584K Sell
1,474
-362
-20% -$138K 0.06% 171
2025
Q3 		$653K Buy
1,836
+540
+42% +$172K 0.07% 154
2025
Q2 		$395K Buy
1,296
+560
+76% +$170K 0.04% 221
2025
Q1 		$212K Buy
+736
New +$195K 0.03% 291
2022
Q3 		– Sell
-3,051
Closed -$514K – 226
2022
Q2 		$514K Buy
3,051
+20
+0.7% +$3.49K 0.1% 133
2022
Q1 		$548K Sell
3,031
-791
-21% -$139K 0.09% 136
2021
Q4 		$653K Buy
3,822
+6
+0.2% +$1.01K 0.11% 126
2021
Q3 		$627K Hold
3,816
– – 0.11% 135
2021
Q2 		$632K Sell
3,816
-3
-0.1% -$510 0.11% 128
2021
Q1 		$611K Sell
3,819
-318
-8% -$53.4K 0.12% 126
2020
Q4 		$738K Sell
4,137
-162
-4% -$28.5K 0.15% 85
2020
Q3 		$761K Buy
4,299
+924
+27% +$166K 0.17% 81
2020
Q2 		$565K Buy
+3,375
New +$544K 0.14% 92
2020
Q1 		– Sell
-3,564
Closed -$509K – 180
2019
Q4 		$509K Buy
+3,564
New +$498K 0.12% 102
2016
Q2 		– Sell
-2,110
Closed -$248K – 139
2016
Q1 		$248K Buy
+2,110
New +$239K 0.08% 129
2015
Q3 		– Sell
-9,862
Closed -$1.11M – 148
2015
Q2 		$1.11M Buy
9,862
+7,977
+423% +$913K 0.47% 50
2015
Q1 		$214K Hold
1,885
– – 0.1% 141
2014
Q4 		$214K Buy
+1,885
New +$218K 0.12% 145

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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
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
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

LVW Advisors's GLD Position: Q3 2026 in Review

LVW Advisors reduced its SPDR Gold Trust (GLD) stake by 3.6% in Q3 2026, selling an estimated $64.5K and leaving 4,375 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #89.

LVW Advisors first reported a position in GLD in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.67M in Q2 2026. 2,122 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • LVW Advisors held 4,375 shares of SPDR Gold Trust worth $1.67M as of Q3 2026.
  • LVW Advisors sold 165 SPDR Gold Trust shares in Q3 2026, an estimated $64.5K.
  • SPDR Gold Trust made up 0.14% of LVW Advisors's portfolio in Q3 2026, its #89 holding.
  • LVW Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 21 quarters since.
  • LVW Advisors's SPDR Gold Trust position peaked at $1.67M in Q2 2026.
  • 2,122 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.