Sincerus Advisory’s SPDR Gold Trust GLD Stock Holding History

Sincerus Advisory’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	$2.82M	Buy	7,392 +585	+9%	+$229K	1.84%	14
2026 Q2	$2.51M	Sell	6,807 -232	-3%	-$96.1K	1.7%	18
2026 Q1	$3.03M	Sell	7,039 -58	-0.8%	-$26K	2.3%	12
2025 Q4	$2.81M	Sell	7,097 -90	-1%	-$34.4K	2.26%	12
2025 Q3	$2.55M	Buy	7,187 +352	+5%	+$112K	2.19%	12
2025 Q2	$2.1M	Buy	6,835 +35	+0.5%	+$10.6K	1.97%	13
2025 Q1	$1.96M	Sell	6,800 -151	-2%	-$39.9K	2.07%	15
2024 Q4	$1.68M	Buy	+6,951	New	+$1.71M	1.81%	14

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

Sincerus Advisory's GLD Position: Q3 2026 in Review

Sincerus Advisory increased its SPDR Gold Trust (GLD) stake by 8.6% in Q3 2026, buying an estimated $229K and bringing the position to 7,392 shares worth $2.82M. The position accounts for 1.84% of the portfolio, ranked #14.

Sincerus Advisory first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.03M in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Sincerus Advisory held 7,392 shares of SPDR Gold Trust worth $2.82M as of Q3 2026.
Sincerus Advisory bought 585 SPDR Gold Trust shares in Q3 2026, an estimated $229K.
SPDR Gold Trust made up 1.84% of Sincerus Advisory's portfolio in Q3 2026, its #14 holding.
Sincerus Advisory first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's SPDR Gold Trust position peaked at $3.03M in Q1 2026.
964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.