Proactive Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Proactive Wealth Strategies’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	$650K	Buy	1,708 +350	+26%	+$137K	0.1%	131
2026 Q2	$500K	Sell	1,358 -200	-13%	-$82.9K	0.08%	151
2026 Q1	$670K	Buy	1,558 +381	+32%	+$171K	0.13%	121
2025 Q4	$466K	Buy	1,177 +209	+22%	+$79.8K	0.18%	99
2025 Q3	$344K	Hold	968	–	–	0.15%	110
2025 Q2	$295K	Sell	968 -3,609	-79%	-$1.09M	0.14%	111
2025 Q1	$1.32M	Sell	4,577 -9,676	-68%	-$2.56M	0.7%	49
2024 Q4	$3.45M	Buy	14,253 +2,302	+19%	+$566K	1.8%	12
2024 Q3	$2.9M	Buy	+11,951	New	+$2.74M	1.61%	15

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Proactive Wealth Strategies's GLD Position: Q3 2026 in Review

Proactive Wealth Strategies increased its SPDR Gold Trust (GLD) stake by 26% in Q3 2026, buying an estimated $137K and bringing the position to 1,708 shares worth $650K. The position accounts for 0.1% of the portfolio, ranked #131.

Proactive Wealth Strategies first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.45M in Q4 2024. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Proactive Wealth Strategies held 1,708 shares of SPDR Gold Trust worth $650K as of Q3 2026.
Proactive Wealth Strategies bought 350 SPDR Gold Trust shares in Q3 2026, an estimated $137K.
SPDR Gold Trust made up 0.1% of Proactive Wealth Strategies's portfolio in Q3 2026, its #131 holding.
Proactive Wealth Strategies first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's SPDR Gold Trust position peaked at $3.45M in Q4 2024.
2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.