RIA Advisory Group’s SPDR Gold Trust GLD Stock Holding History

RIA Advisory Group’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	$1.49M	Sell	3,917 -46	-1%	-$18K	0.42%	36
2026 Q2	$1.46M	Buy	3,963 +30	+0.8%	+$12.4K	0.32%	48
2026 Q1	$1.69M	Buy	3,933 +2,114	+116%	+$947K	0.4%	39
2025 Q4	$721K	Buy	+1,819	New	+$695K	0.17%	81
2024 Q1	–	Sell	-781	Closed	-$294K	–	157
2023 Q4	$294K	Buy	+781	New	+$143K	0.12%	91
2023 Q3	–	Sell	-1,144	Closed	-$204K	–	123
2023 Q2	$204K	Buy	+1,144	New	+$210K	0.09%	110

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

RIA Advisory Group's GLD Position: Q3 2026 in Review

RIA Advisory Group reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q3 2026, selling an estimated $18K and leaving 3,917 shares worth $1.49M. The position accounts for 0.42% of the portfolio, ranked #36.

RIA Advisory Group first reported a position in GLD in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

RIA Advisory Group held 3,917 shares of SPDR Gold Trust worth $1.49M as of Q3 2026.
RIA Advisory Group sold 46 SPDR Gold Trust shares in Q3 2026, an estimated $18K.
SPDR Gold Trust made up 0.42% of RIA Advisory Group's portfolio in Q3 2026, its #36 holding.
RIA Advisory Group first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 6 quarters since.
RIA Advisory Group's SPDR Gold Trust position peaked at $1.69M in Q1 2026.
964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.