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Professional Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Professional Financial 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 		$4.03M Sell
10,583
-499
-5% -$195K 0.69% 25
2026
Q2 		$4.08M Sell
11,082
-115
-1% -$47.6K 0.71% 24
2026
Q1 		$4.82M Buy
11,197
+193
+2% +$86.4K 0.98% 16
2025
Q4 		$4.36M Buy
11,004
+783
+8% +$299K 0.89% 18
2025
Q3 		$3.63M Buy
10,221
+12
+0.1% +$3.82K 0.76% 24
2025
Q2 		$3.11M Sell
10,209
-490
-5% -$148K 0.72% 25
2025
Q1 		$3.08M Buy
10,699
+401
+4% +$106K 0.78% 21
2024
Q4 		$2.49M Buy
10,298
+435
+4% +$107K 0.64% 26
2024
Q3 		$2.4M Buy
9,863
+935
+10% +$214K 0.62% 27
2024
Q2 		$1.92M Buy
8,928
+932
+12% +$202K 0.53% 31
2024
Q1 		$1.64M Buy
7,996
+472
+6% +$90.6K 0.47% 34
2023
Q4 		$1.44M Sell
7,524
-615
-8% -$113K 0.48% 35
2023
Q3 		$1.4M Buy
8,139
+539
+7% +$96.4K 0.63% 31
2023
Q2 		$1.35M Buy
+7,600
New +$1.4M 0.7% 29
2023
Q1 		– Sell
-2,638
Closed -$448K – 67
2022
Q4 		$448K Hold
2,638
– – 0.3% 58
2022
Q3 		$408K Sell
2,638
-97
-4% -$15.6K 0.25% 63
2022
Q2 		$461K Buy
2,735
+2,344
+599% +$409K 0.26% 66
2022
Q1 		$71K Sell
391
-11
-3% -$1.93K 0.03% 122
2021
Q4 		$69K Sell
402
-3,406
-89% -$572K 0.03% 148
2021
Q3 		$625K Sell
3,808
-63
-2% -$10.5K 0.36% 47
2021
Q2 		$641K Sell
3,871
-499
-11% -$84.8K 0.35% 47
2021
Q1 		$699K Sell
4,370
-872
-17% -$147K 0.43% 46
2020
Q4 		$935K Sell
5,242
-575
-10% -$101K 0.74% 34
2020
Q3 		$1.02M Buy
5,817
+3,763
+183% +$676K 0.96% 25
2020
Q2 		$344K Buy
+2,054
New +$331K 0.45% 45

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's GLD Position: Q3 2026 in Review

Professional Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 4.5% in Q3 2026, selling an estimated $195K and leaving 10,583 shares worth $4.03M. The position accounts for 0.69% of the portfolio, ranked #25.

Professional Financial Advisors first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.82M in Q1 2026. 378 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Professional Financial Advisors held 10,583 shares of SPDR Gold Trust worth $4.03M as of Q3 2026.
  • Professional Financial Advisors sold 499 SPDR Gold Trust shares in Q3 2026, an estimated $195K.
  • SPDR Gold Trust made up 0.69% of Professional Financial Advisors's portfolio in Q3 2026, its #25 holding.
  • Professional Financial Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Professional Financial Advisors's SPDR Gold Trust position peaked at $4.82M in Q1 2026.
  • 378 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.