RKL Wealth Management
GLD icon

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

RKL 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 		$1.24M Sell
3,262
-13
-0.4% -$5.08K 0.1% 86
2026
Q2 		$1.21M Hold
3,275
– – 0.1% 89
2026
Q1 		$1.41M Hold
3,275
– – 0.13% 82
2025
Q4 		$1.3M Sell
3,275
-137
-4% -$52.3K 0.11% 84
2025
Q3 		$1.21M Buy
+3,412
New +$1.09M 0.1% 83

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Moody Lynn & Lieberson
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Northside Capital Management
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Pictet North America Advisors
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RKL Wealth Management's GLD Position: Q3 2026 in Review

RKL Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.4% in Q3 2026, selling an estimated $5.08K and leaving 3,262 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #86.

RKL Wealth Management first reported a position in GLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • RKL Wealth Management held 3,262 shares of SPDR Gold Trust worth $1.24M as of Q3 2026.
  • RKL Wealth Management sold 13 SPDR Gold Trust shares in Q3 2026, an estimated $5.08K.
  • SPDR Gold Trust made up 0.1% of RKL Wealth Management's portfolio in Q3 2026, its #86 holding.
  • RKL Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • RKL Wealth Management's SPDR Gold Trust position peaked at $1.41M in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.