Prism Advisors’s SPDR Gold Trust GLD Stock Holding History

Prism 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	$568K	Hold	1,500	–	–	0.14%	63
2026 Q2	$553K	Hold	1,500	–	–	0.13%	59
2026 Q1	$645K	Hold	1,500	–	–	0.17%	56
2025 Q4	$594K	Hold	1,500	–	–	0.16%	56
2025 Q3	$533K	Sell	1,500 -571	-28%	-$182K	0.14%	59
2025 Q2	$631K	Hold	2,071	–	–	0.18%	51
2025 Q1	$597K	Hold	2,071	–	–	0.18%	43
2024 Q4	$501K	Hold	2,071	–	–	0.15%	48
2024 Q3	$503K	Hold	2,071	–	–	0.14%	49
2024 Q2	$445K	Buy	2,071 +27	+1%	+$5.84K	0.14%	50
2024 Q1	$420K	Hold	2,044	–	–	0.13%	47
2023 Q4	$391K	Hold	2,044	–	–	0.13%	52
2023 Q3	$350K	Hold	2,044	–	–	0.12%	45
2023 Q2	$364K	Buy	2,044 +544	+36%	+$100K	0.12%	39
2023 Q1	$275K	Hold	1,500	–	–	0.1%	41
2022 Q4	$254K	Hold	1,500	–	–	0.09%	41
2022 Q3	$232K	Hold	1,500	–	–	0.09%	47
2022 Q2	$253K	Hold	1,500	–	–	0.1%	43
2022 Q1	$271K	Hold	1,500	–	–	0.09%	40
2021 Q4	$256K	Hold	1,500	–	–	0.08%	44
2021 Q3	$246K	Hold	1,500	–	–	0.09%	44
2021 Q2	$248K	Hold	1,500	–	–	0.09%	46
2021 Q1	$240K	Hold	1,500	–	–	0.09%	44
2020 Q4	$268K	Hold	1,500	–	–	0.1%	45
2020 Q3	$266K	Hold	1,500	–	–	0.11%	39
2020 Q2	$251K	Hold	1,500	–	–	0.11%	39
2020 Q1	$222K	Hold	1,500	–	–	0.14%	56
2019 Q4	$214K	Hold	1,500	–	–	0.11%	62
2019 Q3	$208K	Sell	1,500 -132	-8%	-$18.4K	0.12%	57
2019 Q2	$217K	Buy	+1,632	New	+$202K	0.12%	56

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

Prism Advisors's GLD Position: Q3 2026 in Review

Prism Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,500 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #63.

Prism Advisors first reported a position in GLD in Q2 2019 and has held it in 30 quarters since. The position peaked at $645K in Q1 2026. 983 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Prism Advisors held 1,500 shares of SPDR Gold Trust worth $568K as of Q3 2026.
Prism Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.14% of Prism Advisors's portfolio in Q3 2026, its #63 holding.
Prism Advisors first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 30 quarters since.
Prism Advisors's SPDR Gold Trust position peaked at $645K in Q1 2026.
983 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.