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

PBMares 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
2025
Q3 		$695K Buy
1,956
+382
+24% +$122K 0.11% 92
2025
Q2 		$480K Buy
1,574
+154
+11% +$46.6K 0.09% 108
2025
Q1 		$409K Buy
1,420
+416
+41% +$110K 0.08% 121
2024
Q4 		$243K Hold
1,004
– – 0.05% 176
2024
Q3 		$244K Hold
1,004
– – 0.05% 164
2024
Q2 		$216K Hold
1,004
– – 0.05% 168
2024
Q1 		$207K Buy
+1,004
New +$193K 0.05% 172
2020
Q4 		– Sell
-1,236
Closed -$219K – 124
2020
Q3 		$219K Sell
1,236
-55
-4% -$9.88K 0.32% 94
2020
Q2 		$216K Sell
1,291
-205
-14% -$33.1K 0.32% 99
2020
Q1 		$221K Sell
1,496
-1,383
-48% -$206K 0.35% 95
2019
Q4 		$411K Buy
+2,879
New +$402K 0.49% 68

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PBMares Wealth Management's GLD Position: Q3 2025 in Review

PBMares Wealth Management increased its SPDR Gold Trust (GLD) stake by 24% in Q3 2025, buying an estimated $122K and bringing the position to 1,956 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #92.

PBMares Wealth Management first reported a position in GLD in Q4 2019 and has held it in 11 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • PBMares Wealth Management held 1,956 shares of SPDR Gold Trust worth $695K as of Q3 2025.
  • PBMares Wealth Management bought 382 SPDR Gold Trust shares in Q3 2025, an estimated $122K.
  • SPDR Gold Trust made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #92 holding.
  • PBMares Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 11 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.