MFA Wealth Services’s SPDR Gold Trust GLD Stock Holding History

MFA 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	$1.57M	Buy	4,122 +138	+3%	+$54K	0.93%	25
2026 Q2	$1.47M	Sell	3,984 -238	-6%	-$98.6K	0.88%	29
2026 Q1	$1.82M	Buy	4,222 +206	+5%	+$92.3K	1.2%	20
2025 Q4	$1.59M	Buy	4,016 +67	+2%	+$25.6K	1.08%	21
2025 Q3	$1.4M	Buy	3,949 +2,949	+295%	+$940K	0.97%	24
2025 Q2	$305K	Hold	1,000	–	–	0.23%	89
2025 Q1	$288K	Hold	1,000	–	–	0.24%	89
2024 Q4	$242K	Buy	+1,000	New	+$246K	0.19%	95

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

MFA Wealth Services's GLD Position: Q3 2026 in Review

MFA Wealth Services increased its SPDR Gold Trust (GLD) stake by 3.5% in Q3 2026, buying an estimated $54K and bringing the position to 4,122 shares worth $1.57M. The position accounts for 0.93% of the portfolio, ranked #25.

MFA Wealth Services first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

MFA Wealth Services held 4,122 shares of SPDR Gold Trust worth $1.57M as of Q3 2026.
MFA Wealth Services bought 138 SPDR Gold Trust shares in Q3 2026, an estimated $54K.
SPDR Gold Trust made up 0.93% of MFA Wealth Services's portfolio in Q3 2026, its #25 holding.
MFA Wealth Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's SPDR Gold Trust position peaked at $1.82M in Q1 2026.
880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.