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

Pines 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
2026 Q3	$705K	Hold	1,851	–	–	0.2%	107
2026 Q2	$682K	Hold	1,851	–	–	0.2%	113
2026 Q1	$796K	Sell	1,851 -1,311	-41%	-$587K	0.26%	100
2025 Q4	$1.25M	Hold	3,162	–	–	0.4%	64
2025 Q3	$1.12M	Sell	3,162 -363	-10%	-$116K	0.38%	71
2025 Q2	$1.08M	Buy	3,525 +1,254	+55%	+$380K	0.38%	65
2025 Q1	$625K	Sell	2,271 -314	-12%	-$83K	0.29%	93
2024 Q4	$642K	Buy	+2,585	New	+$635K	0.28%	91

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

Pines Wealth Management's GLD Position: Q3 2026 in Review

Pines Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,851 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #107.

Pines Wealth Management first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Pines Wealth Management held 1,851 shares of SPDR Gold Trust worth $705K as of Q3 2026.
Pines Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.2% of Pines Wealth Management's portfolio in Q3 2026, its #107 holding.
Pines Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's SPDR Gold Trust position peaked at $1.25M in Q4 2025.
1,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.