Medallion Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Medallion Wealth 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	$556K	Buy	1,460 +57	+4%	+$22.3K	0.17%	116
2026 Q2	$517K	Buy	1,403 +39	+3%	+$16.2K	0.16%	124
2026 Q1	$587K	Sell	1,364 -175	-11%	-$78.4K	0.19%	112
2025 Q4	$610K	Sell	1,539 -322	-17%	-$123K	0.2%	107
2025 Q3	$662K	Buy	1,861 +27	+1%	+$8.6K	0.23%	100
2025 Q2	$563K	Buy	1,834 +308	+20%	+$93.3K	0.22%	108
2025 Q1	$439K	Buy	1,526 +140	+10%	+$37K	0.2%	115
2024 Q4	$350K	Buy	+1,386	New	+$341K	0.17%	127

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Medallion Wealth Advisors's GLD Position: Q3 2026 in Review

Medallion Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 4.1% in Q3 2026, buying an estimated $22.3K and bringing the position to 1,460 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #116.

Medallion Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $662K in Q3 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Medallion Wealth Advisors held 1,460 shares of SPDR Gold Trust worth $556K as of Q3 2026.
Medallion Wealth Advisors bought 57 SPDR Gold Trust shares in Q3 2026, an estimated $22.3K.
SPDR Gold Trust made up 0.17% of Medallion Wealth Advisors's portfolio in Q3 2026, its #116 holding.
Medallion Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Medallion Wealth Advisors's SPDR Gold Trust position peaked at $662K in Q3 2025.
2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.