Pathway Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Pathway Financial 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	$1.16M	Buy	3,035 +2,345	+340%	+$917K	0.13%	65
2026 Q2	$261K	Hold	690	–	–	0.03%	120
2026 Q1	$296K	Hold	690	–	–	0.04%	113
2025 Q4	$285K	Hold	690	–	–	0.04%	119
2025 Q3	$245K	Hold	690	–	–	0.03%	127
2025 Q2	$210K	Buy	+690	New	+$209K	0.03%	126
2022 Q1	–	Sell	-4,500	Closed	-$756K	–	146
2021 Q4	$756K	Buy	+4,500	New	+$755K	0.27%	46
2020 Q4	–	Sell	-4,000	Closed	-$715K	–	118
2020 Q3	$715K	Buy	+4,000	New	+$719K	0.28%	37
2020 Q1	–	Sell	-6,727	Closed	-$987K	–	104
2019 Q4	$987K	Sell	6,727 -1,000	-13%	-$140K	0.28%	39
2019 Q3	$1.06M	Buy	7,727 +2,637	+52%	+$367K	0.3%	37
2019 Q2	$678K	Buy	5,090 +2,013	+65%	+$249K	0.2%	45
2019 Q1	$375K	Sell	3,077 -700	-19%	-$86.2K	0.12%	63
2018 Q4	$458K	Hold	3,777	–	–	0.26%	55
2018 Q3	$459K	Buy	3,777 +850	+29%	+$97.5K	0.25%	55
2018 Q2	$347K	Hold	2,927	–	–	0.2%	57
2018 Q1	$368K	Hold	2,927	–	–	0.21%	55
2017 Q4	$362K	Buy	+2,927	New	+$355K	0.21%	56

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

Pathway Financial Advisors's GLD Position: Q3 2026 in Review

Pathway Financial Advisors increased its SPDR Gold Trust (GLD) stake by 340% in Q3 2026, buying an estimated $917K and bringing the position to 3,035 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #65.

Pathway Financial Advisors first reported a position in GLD in Q4 2017 and has held it in 17 quarters since. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Pathway Financial Advisors held 3,035 shares of SPDR Gold Trust worth $1.16M as of Q3 2026.
Pathway Financial Advisors bought 2,345 SPDR Gold Trust shares in Q3 2026, an estimated $917K.
SPDR Gold Trust made up 0.13% of Pathway Financial Advisors's portfolio in Q3 2026, its #65 holding.
Pathway Financial Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 17 quarters since.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.