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

Sendero 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	$3.26M	Hold	8,566	–	–	0.33%	51
2026 Q2	$3.16M	Hold	8,566	–	–	0.31%	53
2026 Q1	$3.69M	Sell	8,566 -329	-4%	-$147K	0.41%	46
2025 Q4	$3.53M	Buy	8,895 +319	+4%	+$122K	0.39%	52
2025 Q3	$3.05M	Buy	8,576 +10	+0.1%	+$3.19K	0.36%	56
2025 Q2	$2.61M	Sell	8,566 -1,891	-18%	-$573K	0.33%	59
2025 Q1	$3.01M	Sell	10,457 -2,854	-21%	-$755K	0.42%	49
2024 Q4	$3.22M	Hold	13,311	–	–	0.48%	45
2024 Q3	$3.24M	Hold	13,311	–	–	0.51%	40
2024 Q2	$2.86M	Sell	13,311 -617	-4%	-$133K	0.48%	42
2024 Q1	$2.87M	Hold	13,928	–	–	0.49%	43
2023 Q4	$2.66M	Sell	13,928 -86	-0.6%	-$15.8K	0.5%	43
2023 Q3	$2.4M	Hold	14,014	–	–	0.52%	41
2023 Q2	$2.5M	Buy	+14,014	New	+$2.58M	0.55%	42

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

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

Sendero Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 8,566 shares worth $3.26M. The position accounts for 0.33% of the portfolio, ranked #51.

Sendero Wealth Management first reported a position in GLD in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Sendero Wealth Management held 8,566 shares of SPDR Gold Trust worth $3.26M as of Q3 2026.
Sendero Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.33% of Sendero Wealth Management's portfolio in Q3 2026, its #51 holding.
Sendero Wealth Management first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's SPDR Gold Trust position peaked at $3.69M in Q1 2026.
964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.