Pacific Wealth Management
GLD icon

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

Pacific 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 		$1.27M Buy
+3,331
New +$1.3M 0.56% 11
2023
Q2 		– Sell
-34,509
Closed -$6.32M – 28
2023
Q1 		$6.32M Buy
+34,509
New +$6.07M 4.06% 7

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

Pacific Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 3,331 shares worth $1.27M. The stake represents 0.56% of the portfolio and ranks #11 among its holdings. This is a return to the name: Pacific Wealth Management previously reported a position in GLD as recently as Q1 2023.

Pacific Wealth Management first reported a position in GLD in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.32M in Q1 2023. 1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Pacific Wealth Management held 3,331 shares of SPDR Gold Trust worth $1.27M as of Q3 2026.
  • SPDR Gold Trust was a new Pacific Wealth Management position in Q3 2026.
  • SPDR Gold Trust made up 0.56% of Pacific Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Pacific Wealth Management first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 2 quarters since.
  • Pacific Wealth Management's SPDR Gold Trust position peaked at $6.32M in Q1 2023.
  • 1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.