Physician Wealth Advisors
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Physician Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Physician Wealth 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 		$674K Buy
1,771
+12
+0.7% +$4.69K 0.08% 108
2026
Q2 		$648K Buy
1,759
+397
+29% +$164K 0.08% 101
2026
Q1 		$586K Buy
1,362
+10
+0.7% +$4.48K 0.08% 97
2025
Q4 		$536K Sell
1,352
-2
-0.1% -$764 0.07% 99
2025
Q3 		$481K Sell
1,354
-4
-0.3% -$1.28K 0.07% 109
2025
Q2 		$414K Hold
1,358
– – 0.07% 113
2025
Q1 		$391K Sell
1,358
-500
-27% -$132K 0.07% 110
2024
Q4 		$450K Buy
1,858
+169
+10% +$41.5K 0.08% 103
2024
Q3 		$415K Buy
1,689
+275
+19% +$63K 0.07% 104
2024
Q2 		$323K Hold
1,414
– – 0.06% 119
2024
Q1 		$313K Hold
1,414
– – 0.07% 125
2023
Q4 		$265K Buy
+1,414
New +$259K 0.06% 128
2023
Q3 		– Sell
-1,330
Closed -$237K – 150
2023
Q2 		$237K Hold
1,330
– – 0.06% 136
2023
Q1 		$247K Buy
1,330
+54
+4% +$9.5K 0.06% 132
2022
Q4 		$230K Sell
1,276
-9
-0.7% -$1.45K 0.06% 138
2022
Q3 		$205K Sell
1,285
-103
-7% -$16.6K 0.06% 141
2022
Q2 		$229K Sell
1,388
-45
-3% -$7.86K 0.07% 136
2022
Q1 		$252K Buy
1,433
+117
+9% +$20.5K 0.07% 136
2021
Q4 		$221K Sell
1,316
-20
-1% -$3.36K 0.06% 152
2021
Q3 		$221K Buy
+1,336
New +$224K 0.06% 147
2020
Q3 		– Sell
-1,093
Closed -$208K – 130
2020
Q2 		$208K Buy
+1,093
New +$176K 0.08% 127

Other funds holding GLD

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Physician Wealth Advisors's GLD Position: Q3 2026 in Review

Physician Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.68% in Q3 2026, buying an estimated $4.69K and bringing the position to 1,771 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #108.

Physician Wealth Advisors first reported a position in GLD in Q2 2020 and has held it in 21 quarters since. 1,828 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Physician Wealth Advisors held 1,771 shares of SPDR Gold Trust worth $674K as of Q3 2026.
  • Physician Wealth Advisors bought 12 SPDR Gold Trust shares in Q3 2026, an estimated $4.69K.
  • SPDR Gold Trust made up 0.08% of Physician Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • Physician Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 21 quarters since.
  • 1,828 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.