Madrona Financial Services
GLD icon

Madrona Financial Services’s SPDR Gold Trust GLD Stock Holding History

Madrona Financial Services’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 		$545K Sell
1,432
-64
-4% -$25K 0.08% 89
2026
Q2 		$551K Hold
1,496
– – 0.1% 76
2026
Q1 		$644K Sell
1,496
-37
-2% -$16.6K 0.14% 60
2025
Q4 		$608K Buy
1,533
+166
+12% +$63.4K 0.13% 59
2025
Q3 		$486K Sell
1,367
-33
-2% -$10.5K 0.11% 63
2025
Q2 		$427K Sell
1,400
-424
-23% -$128K 0.1% 66
2025
Q1 		$526K Buy
1,824
+159
+10% +$42K 0.14% 56
2024
Q4 		$403K Hold
1,665
– – 0.11% 67
2024
Q3 		$405K Sell
1,665
-6
-0.4% -$1.37K 0.11% 66
2024
Q2 		$359K Sell
1,671
-212
-11% -$45.9K 0.11% 62
2024
Q1 		$387K Buy
1,883
+160
+9% +$30.7K 0.13% 58
2023
Q4 		$329K Sell
1,723
-445
-21% -$81.6K 0.13% 59
2023
Q3 		$372K Sell
2,168
-328
-13% -$58.6K 0.17% 66
2023
Q2 		$445K Sell
2,496
-110
-4% -$20.2K 0.22% 61
2023
Q1 		$477K Sell
2,606
-83
-3% -$14.6K 0.26% 46
2022
Q4 		$456K Sell
2,689
-577
-18% -$92.9K 0.26% 38
2022
Q3 		$505K Sell
3,266
-200
-6% -$32.2K 0.31% 35
2022
Q2 		$584K Sell
3,466
-3,646
-51% -$637K 0.34% 37
2022
Q1 		$1.28M Sell
7,112
-17,389
-71% -$3.05M 0.63% 28
2021
Q4 		$4.19M Buy
24,501
+1,142
+5% +$192K 1.77% 19
2021
Q3 		$3.84M Buy
23,359
+1,342
+6% +$225K 1.82% 17
2021
Q2 		$3.65M Buy
22,017
+66
+0.3% +$11.2K 1.87% 16
2021
Q1 		$3.51M Buy
21,951
+2,517
+13% +$423K 1.8% 18
2020
Q4 		$3.47M Buy
19,434
+839
+5% +$148K 1.94% 16
2020
Q3 		$3.29M Buy
18,595
+17,105
+1,148% +$3.07M 2.07% 17
2020
Q2 		$249K Hold
1,490
– – 0.17% 43
2020
Q1 		$221K Hold
1,490
– – 0.18% 44
2019
Q4 		$213K Buy
1,490
+50
+3% +$6.99K 0.15% 58
2019
Q3 		$200K Buy
+1,440
New +$200K 0.15% 57

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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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Madrona Financial Services's GLD Position: Q3 2026 in Review

Madrona Financial Services reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q3 2026, selling an estimated $25K and leaving 1,432 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #89.

Madrona Financial Services first reported a position in GLD in Q3 2019 and has held it in 29 quarters since. The position peaked at $4.19M in Q4 2021. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Madrona Financial Services held 1,432 shares of SPDR Gold Trust worth $545K as of Q3 2026.
  • Madrona Financial Services sold 64 SPDR Gold Trust shares in Q3 2026, an estimated $25K.
  • SPDR Gold Trust made up 0.08% of Madrona Financial Services's portfolio in Q3 2026, its #89 holding.
  • Madrona Financial Services first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 29 quarters since.
  • Madrona Financial Services's SPDR Gold Trust position peaked at $4.19M in Q4 2021.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.