Schwallier Wealth Management
GLD icon

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

Schwallier 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 		$419K Sell
1,101
-9
-0.8% -$3.52K 0.27% 44
2026
Q2 		$409K Hold
1,110
– – 0.26% 45
2026
Q1 		$478K Sell
1,110
-106
-9% -$47.5K 0.35% 32
2025
Q4 		$541K Buy
1,216
+69
+6% +$26.4K 0.35% 27
2025
Q3 		$408K Hold
1,147
– – 0.25% 32
2025
Q2 		$350K Buy
1,147
+62
+6% +$18.8K 0.21% 35
2025
Q1 		$313K Buy
1,085
+252
+30% +$66.6K 0.23% 40
2024
Q4 		$202K Sell
833
-57
-6% -$14K 0.15% 35
2024
Q3 		$216K Buy
+890
New +$204K 0.15% 34

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

Schwallier Wealth Management's GLD Position: Q3 2026 in Review

Schwallier Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.81% in Q3 2026, selling an estimated $3.52K and leaving 1,101 shares worth $419K. The position accounts for 0.27% of the portfolio, ranked #44.

Schwallier Wealth Management first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $541K in Q4 2025. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Schwallier Wealth Management held 1,101 shares of SPDR Gold Trust worth $419K as of Q3 2026.
  • Schwallier Wealth Management sold 9 SPDR Gold Trust shares in Q3 2026, an estimated $3.52K.
  • SPDR Gold Trust made up 0.27% of Schwallier Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Schwallier Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
  • Schwallier Wealth Management's SPDR Gold Trust position peaked at $541K in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.