Precedent Wealth Partners
GLD icon

Precedent Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Precedent Wealth 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 		$208K Sell
547
-21
-4% -$8.21K 0.03% 201
2026
Q2 		$209K Buy
568
+17
+3% +$7.04K 0.03% 204
2026
Q1 		$237K Sell
551
-5
-0.9% -$2.24K 0.05% 160
2025
Q4 		$220K Buy
+556
New +$212K 0.05% 165

Other funds holding GLD

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Precedent Wealth Partners's GLD Position: Q3 2026 in Review

Precedent Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 3.7% in Q3 2026, selling an estimated $8.21K and leaving 547 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #201.

Precedent Wealth Partners first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $237K in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Precedent Wealth Partners held 547 shares of SPDR Gold Trust worth $208K as of Q3 2026.
  • Precedent Wealth Partners sold 21 SPDR Gold Trust shares in Q3 2026, an estimated $8.21K.
  • SPDR Gold Trust made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #201 holding.
  • Precedent Wealth Partners first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Precedent Wealth Partners's SPDR Gold Trust position peaked at $237K in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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