Robertson Stephens Wealth Management
GLD icon

Robertson Stephens Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Robertson Stephens 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 		$34.2M Sell
89,846
-2,553
-3% -$998K 0.83% 23
2026
Q2 		$34M Buy
92,399
+23,095
+33% +$9.6M 0.84% 23
2026
Q1 		$29.8M Buy
69,304
+3,072
+5% +$1.38M 0.84% 22
2025
Q4 		$26.2M Buy
66,232
+19,214
+41% +$7.34M 0.68% 26
2025
Q3 		$16.7M Buy
47,018
+6,979
+17% +$2.22M 0.5% 37
2025
Q2 		$12.2M Sell
40,039
-13,058
-25% -$3.95M 0.39% 51
2025
Q1 		$15.3M Buy
53,097
+47,451
+840% +$12.5M 0.53% 37
2024
Q4 		$1.37M Sell
5,646
-532
-9% -$131K 0.05% 230
2024
Q3 		$1.5M Buy
6,178
+1,029
+20% +$236K 0.05% 230
2024
Q2 		$1.11M Buy
5,149
+543
+12% +$117K 0.06% 212
2024
Q1 		$948K Buy
4,606
+236
+5% +$45.3K 0.05% 240
2023
Q4 		$835K Hold
4,370
– – 0.05% 241
2023
Q3 		$749K Buy
4,370
+249
+6% +$44.5K 0.05% 243
2023
Q2 		$735K Sell
4,121
-448
-10% -$82.3K 0.05% 226
2023
Q1 		$837K Sell
4,569
-1,058
-19% -$186K 0.06% 217
2022
Q4 		$955K Sell
5,627
-300
-5% -$48.3K 0.09% 181
2022
Q3 		$916K Hold
5,927
– – 0.1% 161
2022
Q2 		$998K Sell
5,927
-4,200
-41% -$733K 0.09% 159
2022
Q1 		$1.83M Buy
10,127
+2,501
+33% +$439K 0.15% 120
2021
Q4 		$1.3M Buy
7,626
+3,441
+82% +$578K 0.11% 152
2021
Q3 		$687K Sell
4,185
-1,125
-21% -$188K 0.08% 163
2021
Q2 		$879K Buy
5,310
+500
+10% +$85K 0.11% 139
2021
Q1 		$769K Buy
4,810
+2,610
+119% +$439K 0.12% 130
2020
Q4 		$392K Sell
2,200
-250
-10% -$44K 0.08% 157
2020
Q3 		$433K Buy
2,450
+100
+4% +$18K 0.11% 149
2020
Q2 		$393K Buy
+2,350
New +$379K 0.11% 126

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Robertson Stephens Wealth Management's GLD Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q3 2026, selling an estimated $998K and leaving 89,846 shares worth $34.2M. The position accounts for 0.83% of the portfolio, ranked #23.

Robertson Stephens Wealth Management first reported a position in GLD in Q2 2020 and has held it in 26 quarters since. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Robertson Stephens Wealth Management held 89,846 shares of SPDR Gold Trust worth $34.2M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 2,553 SPDR Gold Trust shares in Q3 2026, an estimated $998K.
  • SPDR Gold Trust made up 0.83% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Robertson Stephens Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 26 quarters since.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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