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

Pettinga 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 		$19M Sell
49,935
-662
-1% -$259K 3.14% 9
2026
Q2 		$18.6M Sell
50,597
-388
-0.8% -$161K 2.99% 9
2026
Q1 		$21.9M Sell
50,985
-1,036
-2% -$464K 4.13% 6
2025
Q4 		$20.6M Sell
52,021
-1,267
-2% -$484K 3.91% 6
2025
Q3 		$18.9M Buy
53,288
+875
+2% +$279K 3.69% 7
2025
Q2 		$16M Sell
52,413
-1,837
-3% -$556K 3.5% 8
2025
Q1 		$15.6M Sell
54,250
-442
-0.8% -$117K 3.68% 6
2024
Q4 		$13.2M Sell
54,692
-908
-2% -$223K 3% 9
2024
Q3 		$13.5M Sell
55,600
-2,196
-4% -$503K 3.2% 9
2024
Q2 		$12.4M Sell
57,796
-5,764
-9% -$1.25M 3.11% 8
2024
Q1 		$13.1M Sell
63,560
-1,155
-2% -$222K 3.33% 7
2023
Q4 		$12.4M Buy
64,715
+1,535
+2% +$281K 3.32% 6
2023
Q3 		$10.8M Buy
63,180
+741
+1% +$132K 3.27% 8
2023
Q2 		$11.1M Sell
62,439
-182
-0.3% -$33.4K 3.3% 9
2023
Q1 		$11.5M Sell
62,621
-1,618
-3% -$285K 3.58% 8
2022
Q4 		$10.9M Buy
64,239
+935
+1% +$151K 3.55% 7
2022
Q3 		$9.79M Buy
63,304
+116
+0.2% +$18.7K 3.37% 8
2022
Q2 		$10.6M Buy
63,188
+718
+1% +$125K 3.19% 6
2022
Q1 		$11.3M Buy
62,470
+2,681
+4% +$470K 2.83% 8
2021
Q4 		$10.2M Sell
59,789
-6,785
-10% -$1.14M 2.48% 12
2021
Q3 		$10.9M Sell
66,574
-1,098
-2% -$184K 2.79% 11
2021
Q2 		$11.2M Sell
67,672
-2,973
-4% -$505K 3% 10
2021
Q1 		$11.3M Sell
70,645
-4,141
-6% -$696K 3.29% 8
2020
Q4 		$13.3M Buy
74,786
+309
+0.4% +$54.4K 4.77% 5
2020
Q3 		$13.2M Sell
74,477
-3,265
-4% -$587K 5.59% 5
2020
Q2 		$13M Buy
77,742
+7,156
+10% +$1.15M 6.29% 5
2020
Q1 		$10.4M Buy
70,586
+6,635
+10% +$988K 7.05% 3
2019
Q4 		$9.14M Sell
63,951
-162
-0.3% -$22.6K 4.87% 8
2019
Q3 		$8.9M Sell
64,113
-873
-1% -$121K 4.8% 8
2019
Q2 		$8.66M Buy
64,986
+1,695
+3% +$209K 4.5% 8
2019
Q1 		$7.72M Buy
63,291
+17,563
+38% +$2.16M 4.13% 8
2018
Q4 		$5.54M Buy
+45,728
New +$5.31M 3.64% 7

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q3 2026, selling an estimated $259K and leaving 49,935 shares worth $19M. The position accounts for 3.14% of the portfolio, ranked #9.

Pettinga Financial Advisors first reported a position in GLD in Q4 2018 and has held it in 32 quarters since. The position peaked at $21.9M in Q1 2026. 446 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Pettinga Financial Advisors held 49,935 shares of SPDR Gold Trust worth $19M as of Q3 2026.
  • Pettinga Financial Advisors sold 662 SPDR Gold Trust shares in Q3 2026, an estimated $259K.
  • SPDR Gold Trust made up 3.14% of Pettinga Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • Pettinga Financial Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's SPDR Gold Trust position peaked at $21.9M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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