Polaris Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Polaris Financial Partners’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	$147K	Buy	+386	New	+$151K	0.07%	93

Other funds holding GLD

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Polaris Financial Partners's GLD Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 386 shares worth $147K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

19 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Polaris Financial Partners held 386 shares of SPDR Gold Trust worth $147K as of Q3 2026.
SPDR Gold Trust was a new Polaris Financial Partners position in Q3 2026.
SPDR Gold Trust made up 0.07% of Polaris Financial Partners's portfolio in Q3 2026, its #93 holding.
19 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.