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Sheets Smith Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Sheets Smith 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 		$4.01M Sell
10,530
-4
-0% -$1.56K 0.42% 59
2026
Q2 		$3.88M Buy
10,534
+120
+1% +$49.7K 0.39% 63
2026
Q1 		$4.48M Buy
10,414
+3
+0% +$1.34K 0.5% 49
2025
Q4 		$4.13M Hold
10,411
– – 0.45% 50
2025
Q3 		$3.7M Sell
10,411
-20
-0.2% -$6.37K 0.42% 57
2025
Q2 		$3.18M Sell
10,431
-200
-2% -$60.6K 0.37% 66
2025
Q1 		$3.06M Buy
10,631
+115
+1% +$30.4K 0.38% 67
2024
Q4 		$2.55M Hold
10,516
– – 0.31% 79
2024
Q3 		$2.56M Buy
10,516
+6
+0.1% +$1.37K 0.31% 76
2024
Q2 		$2.26M Sell
10,510
-3,000
-22% -$649K 0.27% 89
2024
Q1 		$2.78M Buy
13,510
+3,110
+30% +$597K 0.31% 79
2023
Q4 		$1.99M Sell
10,400
-25
-0.2% -$4.58K 0.28% 87
2023
Q3 		$1.79M Sell
10,425
-1,135
-10% -$203K 0.27% 89
2023
Q2 		$2.06M Hold
11,560
– – 0.3% 83
2023
Q1 		$2.12M Buy
11,560
+175
+2% +$30.8K 0.32% 75
2022
Q4 		$1.93M Buy
11,385
+200
+2% +$32.2K 0.3% 83
2022
Q3 		$1.73M Sell
11,185
-900
-7% -$145K 0.29% 84
2022
Q2 		$2.04M Hold
12,085
– – 0.34% 73
2022
Q1 		$2.18M Hold
12,085
– – 0.3% 80
2021
Q4 		$2.07M Buy
12,085
+1,135
+10% +$191K 0.26% 93
2021
Q3 		$1.8M Hold
10,950
– – 0.24% 105
2021
Q2 		$1.81M Hold
10,950
– – 0.24% 99
2021
Q1 		$1.75M Hold
10,950
– – 0.26% 99
2020
Q4 		$1.95M Buy
10,950
+104
+1% +$18.3K 0.3% 88
2020
Q3 		$1.92M Buy
+10,846
New +$1.95M 0.33% 77
2013
Q4 		– Sell
-13,225
Closed -$1.7M – 266
2013
Q3 		$1.7M Hold
13,225
– – 0.55% 53
2013
Q2 		$1.57M Buy
+13,225
New +$1.81M 0.53% 56

Other funds holding GLD

RT
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sheets Smith Wealth Management's GLD Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.04% in Q3 2026, selling an estimated $1.56K and leaving 10,530 shares worth $4.01M. The position accounts for 0.42% of the portfolio, ranked #59.

Sheets Smith Wealth Management first reported a position in GLD in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.48M in Q1 2026. 535 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Sheets Smith Wealth Management held 10,530 shares of SPDR Gold Trust worth $4.01M as of Q3 2026.
  • Sheets Smith Wealth Management sold 4 SPDR Gold Trust shares in Q3 2026, an estimated $1.56K.
  • SPDR Gold Trust made up 0.42% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Sheets Smith Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 27 quarters since.
  • Sheets Smith Wealth Management's SPDR Gold Trust position peaked at $4.48M in Q1 2026.
  • 535 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.