McCarter Private Wealth Services’s SPDR Gold Trust GLD Stock Holding History

McCarter Private Wealth 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	$382K	Buy	1,004 +86	+9%	+$33.6K	0.13%	126
2026 Q2	$338K	Buy	918 +5	+0.5%	+$2.07K	0.12%	134
2026 Q1	$393K	Buy	913 +25	+3%	+$11.2K	0.17%	107
2025 Q4	$352K	Buy	888 +18	+2%	+$6.87K	0.16%	115
2025 Q3	$309K	Buy	870 +27	+3%	+$8.6K	0.16%	106
2025 Q2	$257K	Hold	843	–	–	0.15%	104
2025 Q1	$243K	Buy	843 +4	+0.5%	+$1.06K	0.16%	94
2024 Q4	$203K	Sell	839 -200	-19%	-$49.1K	0.13%	101
2024 Q3	$253K	Buy	+1,039	New	+$238K	0.16%	89

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

McCarter Private Wealth Services's GLD Position: Q3 2026 in Review

McCarter Private Wealth Services increased its SPDR Gold Trust (GLD) stake by 9.4% in Q3 2026, buying an estimated $33.6K and bringing the position to 1,004 shares worth $382K. The position accounts for 0.13% of the portfolio, ranked #126.

McCarter Private Wealth Services first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $393K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

McCarter Private Wealth Services held 1,004 shares of SPDR Gold Trust worth $382K as of Q3 2026.
McCarter Private Wealth Services bought 86 SPDR Gold Trust shares in Q3 2026, an estimated $33.6K.
SPDR Gold Trust made up 0.13% of McCarter Private Wealth Services's portfolio in Q3 2026, its #126 holding.
McCarter Private Wealth Services first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's SPDR Gold Trust position peaked at $393K in Q1 2026.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.