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Ridgewood Investments’s SPDR Gold Trust GLD Stock Holding History

Ridgewood Investments’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 		$568K Sell
1,491
-40
-3% -$15.6K 0.21% 133
2026
Q2 		$564K Buy
1,531
+12
+0.8% +$4.97K 0.21% 133
2026
Q1 		$654K Buy
+1,519
New +$680K 0.27% 111
2025
Q3 		$543K Buy
1,527
+149
+11% +$47.5K 0.23% 122
2025
Q2 		$420K Buy
1,378
+209
+18% +$63.3K 0.18% 129
2025
Q1 		$337K Buy
1,169
+195
+20% +$51.6K 0.16% 144
2024
Q4 		$236K Buy
974
+139
+17% +$34.2K 0.11% 164
2024
Q3 		$203K Hold
835
– – 0.1% 171
2024
Q2 		$180K Buy
+835
New +$181K 0.09% 182
2023
Q3 		– Sell
-865
Closed -$154K – 410
2023
Q2 		$154K Buy
865
+30
+4% +$5.51K 0.09% 198
2023
Q1 		$153K Buy
+835
New +$147K 0.09% 207
2021
Q1 		– Sell
-1,129
Closed -$200K – 200
2020
Q4 		$200K Hold
1,129
– – 0.16% 157
2020
Q3 		$200K Buy
+1,129
New +$203K 0.16% 158
2017
Q3 		– Sell
-1,726
Closed -$204K – 142
2017
Q2 		$204K Sell
1,726
-17
-1% -$2.04K 0.2% 130
2017
Q1 		$207K Sell
1,743
-85
-5% -$9.88K 0.22% 123
2016
Q4 		$200K Buy
+1,828
New +$212K 0.24% 111

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

Ridgewood Investments's GLD Position: Q3 2026 in Review

Ridgewood Investments reduced its SPDR Gold Trust (GLD) stake by 2.6% in Q3 2026, selling an estimated $15.6K and leaving 1,491 shares worth $568K. The position accounts for 0.21% of the portfolio, ranked #133.

Ridgewood Investments first reported a position in GLD in Q4 2016 and has held it in 16 quarters since. The position peaked at $654K in Q1 2026. 172 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Ridgewood Investments held 1,491 shares of SPDR Gold Trust worth $568K as of Q3 2026.
  • Ridgewood Investments sold 40 SPDR Gold Trust shares in Q3 2026, an estimated $15.6K.
  • SPDR Gold Trust made up 0.21% of Ridgewood Investments's portfolio in Q3 2026, its #133 holding.
  • Ridgewood Investments first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 16 quarters since.
  • Ridgewood Investments's SPDR Gold Trust position peaked at $654K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.