SMI Advisory Services
GLD icon

SMI Advisory Services’s SPDR Gold Trust GLD Stock Holding History

SMI Advisory Services’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 		$775K Sell
2,016
-923
-31% -$361K 0.12% 32
2026
Q2 		$1.12M Sell
2,939
-113,066
-97% -$46.8M 0.18% 27
2026
Q1 		$49.6M Sell
116,005
-5,374
-4% -$2.41M 8.17% 4
2025
Q4 		$51.2M Sell
121,379
-5,937
-5% -$2.27M 8.83% 4
2025
Q3 		$45.5M Sell
127,316
-7,128
-5% -$2.27M 8.61% 3
2025
Q2 		$41.4M Sell
134,444
-4,527
-3% -$1.37M 8.01% 3
2025
Q1 		$38M Buy
138,971
+91,629
+194% +$24.2M 8.6% 4
2024
Q4 		$11.6M Sell
47,342
-20,392
-30% -$5.01M 2.68% 9
2024
Q3 		$16.6M Buy
67,734
+1,841
+3% +$422K 3.67% 7
2024
Q2 		$14.4M Buy
65,893
+21,784
+49% +$4.71M 3.56% 9
2024
Q1 		$9.6M Buy
44,109
+41,481
+1,578% +$7.96M 2.69% 11
2023
Q4 		$494K Sell
2,628
-43
-2% -$7.88K 0.12% 33
2023
Q3 		$479K Buy
+2,671
New +$478K 0.18% 32
2023
Q1 		$244K Buy
1,436
+115
+9% +$20.2K 0.08% 38
2022
Q4 		$204K Buy
+1,321
New +$213K 0.07% 39
2022
Q3 		– Sell
-1,577
Closed -$266K – 38
2022
Q2 		$266K Sell
1,577
-611
-28% -$107K 0.09% 32
2022
Q1 		$395K Buy
2,188
+832
+61% +$146K 0.14% 28
2021
Q4 		$232K Buy
+1,356
New +$228K 0.09% 32

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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
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
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

SMI Advisory Services's GLD Position: Q3 2026 in Review

SMI Advisory Services reduced its SPDR Gold Trust (GLD) stake by 31% in Q3 2026, selling an estimated $361K and leaving 2,016 shares worth $775K. The position accounts for 0.12% of the portfolio, ranked #32.

SMI Advisory Services first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $51.2M in Q4 2025. 951 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • SMI Advisory Services held 2,016 shares of SPDR Gold Trust worth $775K as of Q3 2026.
  • SMI Advisory Services sold 923 SPDR Gold Trust shares in Q3 2026, an estimated $361K.
  • SPDR Gold Trust made up 0.12% of SMI Advisory Services's portfolio in Q3 2026, its #32 holding.
  • SMI Advisory Services first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • SMI Advisory Services's SPDR Gold Trust position peaked at $51.2M in Q4 2025.
  • 951 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.