MN Wealth Advisors
GLD icon

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

MN 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 		$1.03M Buy
2,702
+175
+7% +$68.4K 0.42% 46
2026
Q2 		$931K Sell
2,527
-155
-6% -$64.2K 0.4% 53
2026
Q1 		$1.15M Sell
2,682
-47
-2% -$21K 0.56% 36
2025
Q4 		$1.08M Buy
2,729
+45
+2% +$17.2K 0.55% 40
2025
Q3 		$954K Buy
2,684
+1,350
+101% +$430K 0.51% 43
2025
Q2 		$407K Sell
1,334
-95
-7% -$28.8K 0.24% 76
2025
Q1 		$412K Buy
1,429
+208
+17% +$55K 0.24% 73
2024
Q4 		$296K Buy
1,221
+215
+21% +$52.8K 0.17% 82
2024
Q3 		$245K Buy
+1,006
New +$230K 0.14% 87

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

MN Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 6.9% in Q3 2026, buying an estimated $68.4K and bringing the position to 2,702 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #46.

MN Wealth Advisors first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • MN Wealth Advisors held 2,702 shares of SPDR Gold Trust worth $1.03M as of Q3 2026.
  • MN Wealth Advisors bought 175 SPDR Gold Trust shares in Q3 2026, an estimated $68.4K.
  • SPDR Gold Trust made up 0.42% of MN Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • MN Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
  • MN Wealth Advisors's SPDR Gold Trust position peaked at $1.15M in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.