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

Mascoma 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	$135K	Buy	+354	New	+$138K	0.02%	126
2025 Q1	–	Sell	-61	Closed	-$14.8K	–	515
2024 Q4	$14.8K	Hold	61	–	–	﹤0.01%	307
2024 Q3	$14.8K	Hold	61	–	–	﹤0.01%	288
2024 Q2	$13.1K	Buy	+61	New	+$13.2K	﹤0.01%	307
2023 Q2	–	Sell	-250	Closed	-$46.2K	–	528
2023 Q1	$46.2K	Hold	250	–	–	0.01%	245
2022 Q4	$42.4K	Hold	250	–	–	0.01%	252
2022 Q3	$39K	Hold	250	–	–	0.01%	262
2022 Q2	$42K	Hold	250	–	–	0.01%	264
2022 Q1	$45K	Hold	250	–	–	0.01%	274
2021 Q4	$43K	Hold	250	–	–	0.01%	241
2021 Q3	$41K	Buy	+250	New	+$41.8K	0.02%	224
2021 Q2	–	Sell	-250	Closed	-$40K	–	242
2021 Q1	$40K	Buy	+250	New	+$42K	0.02%	233
2019 Q3	–	Sell	-250	Closed	-$33K	–	186
2019 Q2	$33K	Hold	250	–	–	0.02%	186
2019 Q1	$31K	Hold	250	–	–	0.02%	184
2018 Q4	$30K	Hold	250	–	–	0.02%	174
2018 Q3	$28K	Hold	250	–	–	0.02%	207
2018 Q2	$30K	Hold	250	–	–	0.02%	188
2018 Q1	$31K	Sell	250 -210	-46%	-$26.5K	0.02%	182
2017 Q4	$58K	Sell	460 -940	-67%	-$114K	0.04%	138
2017 Q3	$170K	Buy	1,400 +345	+33%	+$42K	0.11%	82
2017 Q2	$125K	Hold	1,055	–	–	0.08%	100
2017 Q1	$125K	Hold	1,055	–	–	0.09%	88
2016 Q4	$116K	Buy	+1,055	New	+$122K	0.09%	93

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

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

Mascoma Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 354 shares worth $135K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in GLD as recently as Q4 2024.

Mascoma Wealth Management first reported a position in GLD in Q4 2016 and has held it in 23 quarters since. The position peaked at $170K in Q3 2017. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Mascoma Wealth Management held 354 shares of SPDR Gold Trust worth $135K as of Q3 2026.
SPDR Gold Trust was a new Mascoma Wealth Management position in Q3 2026.
SPDR Gold Trust made up 0.02% of Mascoma Wealth Management's portfolio in Q3 2026, its #126 holding.
Mascoma Wealth Management first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 23 quarters since.
Mascoma Wealth Management's SPDR Gold Trust position peaked at $170K in Q3 2017.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.