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RVW Wealth’s SPDR Gold Trust GLD Stock Holding History

RVW Wealth’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 		$369K Buy
970
+91
+10% +$35.6K 0.02% 135
2026
Q2 		$324K Buy
879
+24
+3% +$9.94K 0.02% 143
2026
Q1 		$368K Buy
855
+135
+19% +$60.5K 0.03% 126
2025
Q4 		$285K Buy
+720
New +$275K 0.02% 145
2023
Q4 		– Sell
-275
Closed -$47.1K – 224
2023
Q3 		$47.1K Buy
+275
New +$49.2K 0.01% 240

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

RVW Wealth's GLD Position: Q3 2026 in Review

RVW Wealth increased its SPDR Gold Trust (GLD) stake by 10% in Q3 2026, buying an estimated $35.6K and bringing the position to 970 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #135.

RVW Wealth first reported a position in GLD in Q3 2023 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • RVW Wealth held 970 shares of SPDR Gold Trust worth $369K as of Q3 2026.
  • RVW Wealth bought 91 SPDR Gold Trust shares in Q3 2026, an estimated $35.6K.
  • SPDR Gold Trust made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #135 holding.
  • RVW Wealth first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.