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RFG - Bristol Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

RFG - Bristol Wealth 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 		$243K Sell
637
-140
-18% -$54.7K 0.06% 154
2026
Q2 		$286K Buy
777
+37
+5% +$15.3K 0.07% 152
2026
Q1 		$318K Buy
740
+190
+35% +$85.1K 0.09% 143
2025
Q4 		$218K Buy
+550
New +$210K 0.06% 166

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

RFG - Bristol Wealth Advisors's GLD Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 18% in Q3 2026, selling an estimated $54.7K and leaving 637 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #154.

RFG - Bristol Wealth Advisors first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $318K in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 637 shares of SPDR Gold Trust worth $243K as of Q3 2026.
  • RFG - Bristol Wealth Advisors sold 140 SPDR Gold Trust shares in Q3 2026, an estimated $54.7K.
  • SPDR Gold Trust made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #154 holding.
  • RFG - Bristol Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • RFG - Bristol Wealth Advisors's SPDR Gold Trust position peaked at $318K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.