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Persium Advisors’s SPDR Gold Trust GLD Stock Holding History

Persium 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 		$366K Buy
962
+260
+37% +$102K 0.19% 57
2026
Q2 		$259K Buy
+702
New +$291K 0.17% 65

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Persium Advisors's GLD Position: Q3 2026 in Review

Persium Advisors increased its SPDR Gold Trust (GLD) stake by 37% in Q3 2026, buying an estimated $102K and bringing the position to 962 shares worth $366K. The position accounts for 0.19% of the portfolio, ranked #57.

Persium Advisors first reported a position in GLD in Q2 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Persium Advisors held 962 shares of SPDR Gold Trust worth $366K as of Q3 2026.
  • Persium Advisors bought 260 SPDR Gold Trust shares in Q3 2026, an estimated $102K.
  • SPDR Gold Trust made up 0.19% of Persium Advisors's portfolio in Q3 2026, its #57 holding.
  • Persium Advisors first reported a position in SPDR Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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