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

Refined 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 		$6.69M Buy
17,573
+395
+2% +$154K 3.75% 12
2026
Q2 		$6.33M Buy
17,178
+104
+0.6% +$43.1K 3.82% 11
2026
Q1 		$7.35M Buy
17,074
+527
+3% +$236K 4.64% 9
2025
Q4 		$6.56M Buy
16,547
+238
+1% +$90.9K 4.41% 9
2025
Q3 		$5.8M Sell
16,309
-480
-3% -$153K 3.73% 10
2025
Q2 		$5.12M Buy
16,789
+2
+0% +$606 3.52% 10
2025
Q1 		$4.84M Sell
16,787
-8,342
-33% -$2.21M 3.96% 12
2024
Q4 		$6.08M Buy
25,129
+853
+4% +$210K 4.63% 10
2024
Q3 		$5.9M Buy
24,276
+184
+0.8% +$42.1K 4.55% 8
2024
Q2 		$5.18M Sell
24,092
-593
-2% -$128K 3.99% 9
2024
Q1 		$5.08M Sell
24,685
-9,610
-28% -$1.84M 3.58% 10
2023
Q4 		$6.56M Buy
34,295
+122
+0.4% +$22.4K 5.11% 9
2023
Q3 		$5.86M Buy
34,173
+153
+0.4% +$27.4K 5.26% 8
2023
Q2 		$6.06M Sell
34,020
-82
-0.2% -$15.1K 5% 9
2023
Q1 		$6.25M Buy
34,102
+380
+1% +$66.9K 5.52% 8
2022
Q4 		$5.72M Buy
33,722
+1,659
+5% +$267K 5.01% 9
2022
Q3 		$4.96M Buy
32,063
+363
+1% +$58.4K 4.47% 10
2022
Q2 		$5.34M Sell
31,700
-1,454
-4% -$254K 4.78% 9
2022
Q1 		$5.99M Sell
33,154
-2,622
-7% -$460K 5.06% 9
2021
Q4 		$6.12M Buy
35,776
+783
+2% +$131K 4.74% 7
2021
Q3 		$5.75M Buy
34,993
+1,057
+3% +$177K 4.65% 7
2021
Q2 		$5.62M Buy
+33,936
New +$5.77M 4.72% 7

Other funds holding GLD

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
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
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Refined Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.3% in Q3 2026, buying an estimated $154K and bringing the position to 17,573 shares worth $6.69M. The position accounts for 3.75% of the portfolio, ranked #12.

Refined Wealth Management first reported a position in GLD in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.35M in Q1 2026. 685 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Refined Wealth Management held 17,573 shares of SPDR Gold Trust worth $6.69M as of Q3 2026.
  • Refined Wealth Management bought 395 SPDR Gold Trust shares in Q3 2026, an estimated $154K.
  • SPDR Gold Trust made up 3.75% of Refined Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Refined Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's SPDR Gold Trust position peaked at $7.35M in Q1 2026.
  • 685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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