QP Wealth Management
GLD icon

QP Wealth Management’s SPDR Gold Trust GLD Stock Holding History

QP Wealth Management’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 		$545K Hold
1,432
– – 0.82% 34
2026
Q2 		$528K Sell
1,432
-34
-2% -$14.1K 0.75% 37
2026
Q1 		$631K Sell
1,466
-1,504
-51% -$674K 1.08% 29
2025
Q4 		$1.18M Buy
+2,970
New +$1.13M 1.04% 26
2023
Q3 		$855K Sell
4,985
-230
-4% -$41.1K 1.49% 24
2023
Q2 		$930K Sell
5,215
-730
-12% -$134K 1.47% 23
2023
Q1 		$1.09M Sell
5,945
-1,310
-18% -$231K 1.78% 22
2022
Q4 		$1.23M Sell
7,255
-3,835
-35% -$618K 1.92% 18
2022
Q3 		$1.72M Sell
11,090
-505
-4% -$81.2K 2.47% 15
2022
Q2 		$1.95M Buy
11,595
+30
+0.3% +$5.24K 2.68% 13
2022
Q1 		$2.09M Sell
11,565
-200
-2% -$35.1K 2.33% 14
2021
Q4 		$2.01M Sell
11,765
-34
-0.3% -$5.71K 2.13% 15
2021
Q3 		$1.94M Sell
11,799
-200
-2% -$33.5K 2.08% 18
2021
Q2 		$1.99M Buy
11,999
+184
+2% +$31.3K 2.03% 18
2021
Q1 		$1.89M Buy
11,815
+5
+0% +$840 2.06% 18
2020
Q4 		$2.11M Buy
11,810
+188
+2% +$33.1K 2.32% 15
2020
Q3 		$2.06M Buy
11,622
+893
+8% +$160K 2.63% 14
2020
Q2 		$1.8M Buy
10,729
+1,320
+14% +$213K 2.48% 15
2020
Q1 		$1.54M Buy
9,409
+100
+1% +$14.9K 2.23% 18
2019
Q4 		$1.38M Buy
+9,309
New +$1.3M 1.68% 19

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

QP Wealth Management's GLD Position: Q3 2026 in Review

QP Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,432 shares worth $545K. The position accounts for 0.82% of the portfolio, ranked #34.

QP Wealth Management first reported a position in GLD in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.11M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • QP Wealth Management held 1,432 shares of SPDR Gold Trust worth $545K as of Q3 2026.
  • QP Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.82% of QP Wealth Management's portfolio in Q3 2026, its #34 holding.
  • QP Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • QP Wealth Management's SPDR Gold Trust position peaked at $2.11M in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.