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

Miller 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	$255K	Buy	+670	New	+$262K	0.19%	120
2026 Q2	–	Sell	-511	Closed	-$220K	–	146
2026 Q1	$220K	Buy	+511	New	+$229K	0.24%	101
2025 Q4	–	Sell	-771	Closed	-$274K	–	118
2025 Q3	$274K	Hold	771	–	–	0.32%	86
2025 Q2	$235K	Sell	771 -14	-2%	-$4.24K	0.3%	89
2025 Q1	$226K	Sell	785 -4,243	-84%	-$1.12M	0.33%	80
2024 Q4	$1.22M	Buy	+5,028	New	+$1.24M	1.03%	27

Other funds holding GLD

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 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

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

Miller Financial Services opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 670 shares worth $255K. The stake represents 0.19% of the portfolio and ranks #120 among its holdings. This is a return to the name: Miller Financial Services previously reported a position in GLD as recently as Q1 2026.

Miller Financial Services first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2024. 1,546 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Miller Financial Services held 670 shares of SPDR Gold Trust worth $255K as of Q3 2026.
SPDR Gold Trust was a new Miller Financial Services position in Q3 2026.
SPDR Gold Trust made up 0.19% of Miller Financial Services's portfolio in Q3 2026, its #120 holding.
Miller Financial Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's SPDR Gold Trust position peaked at $1.22M in Q4 2024.
1,546 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.