Root Financial Partners
GLD icon

Root Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Root Financial Partners’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 		$606K Buy
1,590
+280
+21% +$109K 0.02% 193
2026
Q2 		$483K Buy
1,310
+115
+10% +$47.6K 0.02% 200
2026
Q1 		$514K Sell
1,195
-123
-9% -$55.1K 0.02% 157
2025
Q4 		$522K Buy
1,318
+66
+5% +$25.2K 0.03% 155
2025
Q3 		$445K Buy
1,252
+339
+37% +$108K 0.03% 161
2025
Q2 		$278K Buy
913
+200
+28% +$60.6K 0.03% 193
2025
Q1 		$205K Sell
713
-990
-58% -$262K 0.02% 202
2024
Q4 		$412K Buy
+1,703
New +$418K 0.05% 128

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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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Root Financial Partners's GLD Position: Q3 2026 in Review

Root Financial Partners increased its SPDR Gold Trust (GLD) stake by 21% in Q3 2026, buying an estimated $109K and bringing the position to 1,590 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #193.

Root Financial Partners first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. 1,402 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Root Financial Partners held 1,590 shares of SPDR Gold Trust worth $606K as of Q3 2026.
  • Root Financial Partners bought 280 SPDR Gold Trust shares in Q3 2026, an estimated $109K.
  • SPDR Gold Trust made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #193 holding.
  • Root Financial Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,402 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.