Sagespring Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Sagespring Wealth 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	$817K	Sell	2,144 -32	-1%	-$12.5K	0.01%	413
2026 Q2	$801K	Buy	2,176 +134	+7%	+$55.5K	0.01%	400
2026 Q1	$879K	Buy	2,042 +100	+5%	+$44.8K	0.02%	352
2025 Q4	$770K	Sell	1,942 -32	-2%	-$12.2K	0.01%	363
2025 Q3	$702K	Buy	1,974 +139	+8%	+$44.3K	0.01%	376
2025 Q2	$559K	Sell	1,835 -186	-9%	-$56.3K	0.01%	409
2025 Q1	$582K	Buy	2,021 +623	+45%	+$165K	0.01%	352
2024 Q4	$339K	Buy	+1,398	New	+$344K	0.01%	443

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sagespring Wealth Partners's GLD Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q3 2026, selling an estimated $12.5K and leaving 2,144 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #413.

Sagespring Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $879K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Sagespring Wealth Partners held 2,144 shares of SPDR Gold Trust worth $817K as of Q3 2026.
Sagespring Wealth Partners sold 32 SPDR Gold Trust shares in Q3 2026, an estimated $12.5K.
SPDR Gold Trust made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #413 holding.
Sagespring Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's SPDR Gold Trust position peaked at $879K in Q1 2026.
2,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.