MinichMacGregor Wealth Management
GLD icon

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

MinichMacGregor 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 		$23.4M Sell
61,468
-28,163
-31% -$11M 3.78% 2
2026
Q2 		$33M Buy
89,631
+7,719
+9% +$3.2M 5.01% 1
2026
Q1 		$35.2M Sell
81,912
-15,186
-16% -$6.8M 6.22% 1
2025
Q4 		$38.5M Sell
97,098
-5,137
-5% -$1.96M 6.97% 1
2025
Q3 		$36.3M Buy
102,235
+29,443
+40% +$9.38M 7.09% 1
2025
Q2 		$22.2M Buy
72,792
+58,764
+419% +$17.8M 4.75% 1
2025
Q1 		$4.04M Buy
14,028
+281
+2% +$74.3K 0.91% 41
2024
Q4 		$3.33M Buy
13,747
+768
+6% +$189K 0.69% 43
2024
Q3 		$3.15M Sell
12,979
-129
-1% -$29.5K 0.68% 44
2024
Q2 		$2.82M Buy
13,108
+858
+7% +$186K 0.69% 42
2024
Q1 		$2.55M Sell
12,250
-123,586
-91% -$23.7M 0.65% 43
2023
Q4 		$26M Buy
135,836
+24,379
+22% +$4.47M 7.5% 2
2023
Q3 		$19.1M Buy
111,457
+10,342
+10% +$1.85M 6.33% 1
2023
Q2 		$18M Buy
101,115
+7,181
+8% +$1.32M 5.63% 4
2023
Q1 		$17.2M Buy
93,934
+47,622
+103% +$8.38M 5.7% 5
2022
Q4 		$7.86M Buy
+46,312
New +$7.46M 2.84% 12
2020
Q2 		– Sell
-13,829
Closed -$2.24M – 81
2020
Q1 		$2.24M Buy
+13,829
New +$2.06M 2.01% 6
2019
Q1 		– Sell
-3,938
Closed -$479K – 75
2018
Q4 		$479K Buy
3,938
+3,861
+5,014% +$449K 0.33% 67
2018
Q3 		$8K Hold
77
– – 0.01% 334
2018
Q2 		$9K Hold
77
– – 0.01% 318
2018
Q1 		$9K Sell
77
-25
-25% -$3.15K 0.01% 318
2017
Q4 		$12K Buy
102
+25
+32% +$3.03K 0.01% 275
2017
Q3 		$9K Hold
77
– – 0.01% 298
2017
Q2 		$9K Sell
77
-203
-73% -$24.3K 0.01% 287
2017
Q1 		$33K Hold
280
– – 0.03% 131
2016
Q4 		$30K Sell
280
-5,617
-95% -$652K 0.03% 139
2016
Q3 		$740K Sell
5,897
-48
-0.8% -$6.11K 0.69% 22
2016
Q2 		$751K Buy
5,945
+5,868
+7,621% +$706K 0.71% 22
2016
Q1 		$9K Sell
77
-4
-5% -$453 0.01% 263
2015
Q4 		$9K Buy
+81
New +$8.56K 0.01% 244

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its SPDR Gold Trust (GLD) stake by 31% in Q3 2026, selling an estimated $11M and leaving 61,468 shares worth $23.4M. The position accounts for 3.78% of the portfolio, ranked #2.

MinichMacGregor Wealth Management first reported a position in GLD in Q4 2015 and has held it in 30 quarters since. The position peaked at $38.5M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • MinichMacGregor Wealth Management held 61,468 shares of SPDR Gold Trust worth $23.4M as of Q3 2026.
  • MinichMacGregor Wealth Management sold 28,163 SPDR Gold Trust shares in Q3 2026, an estimated $11M.
  • SPDR Gold Trust made up 3.78% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #2 holding.
  • MinichMacGregor Wealth Management first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 30 quarters since.
  • MinichMacGregor Wealth Management's SPDR Gold Trust position peaked at $38.5M in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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