Stewardship Advisors
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Stewardship Advisors’s SPDR Gold Trust GLD Stock Holding History

Stewardship Advisors’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 		$234K Buy
614
+20
+3% +$7.82K 0.05% 162
2026
Q2 		$219K Hold
594
– – 0.05% 169
2026
Q1 		$256K Sell
594
-28
-5% -$12.5K 0.06% 135
2025
Q4 		$247K Sell
622
-490
-44% -$187K 0.06% 133
2025
Q3 		$395K Sell
1,112
-66
-6% -$21K 0.09% 100
2025
Q2 		$359K Sell
1,178
-263
-18% -$79.6K 0.09% 98
2025
Q1 		$415K Buy
1,441
+36
+3% +$9.5K 0.11% 86
2024
Q4 		$340K Sell
1,405
-12
-0.8% -$2.95K 0.09% 113
2024
Q3 		$344K Hold
1,417
– – 0.1% 91
2024
Q2 		$305K Sell
1,417
-510
-26% -$110K 0.1% 57
2024
Q1 		$396K Sell
1,927
-2,367
-55% -$454K 0.14% 53
2023
Q4 		$821K Sell
4,294
-18
-0.4% -$3.3K 0.3% 35
2023
Q3 		$739K Sell
4,312
-3
-0.1% -$536 0.29% 33
2023
Q2 		$769K Sell
4,315
-1,020
-19% -$187K 0.29% 32
2023
Q1 		$977K Hold
5,335
– – 0.38% 32
2022
Q4 		$905K Sell
5,335
-128
-2% -$20.6K 0.36% 35
2022
Q3 		$845K Sell
5,463
-21,470
-80% -$3.45M 0.37% 34
2022
Q2 		$4.54M Sell
26,933
-14
-0.1% -$2.44K 1.91% 19
2022
Q1 		$4.87M Buy
26,947
+23,125
+605% +$4.06M 1.79% 21
2021
Q4 		$653K Sell
3,822
-1,309
-26% -$220K 0.23% 36
2021
Q3 		$843K Hold
5,131
– – 0.32% 34
2021
Q2 		$850K Hold
5,131
– – 0.32% 38
2021
Q1 		$821K Buy
5,131
+28
+0.5% +$4.71K 0.32% 33
2020
Q4 		$910K Buy
5,103
+764
+18% +$135K 0.37% 35
2020
Q3 		$776K Buy
4,339
+2,138
+97% +$384K 0.39% 25
2020
Q2 		$368K Buy
+2,201
New +$355K 0.2% 27

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

Stewardship Advisors's GLD Position: Q3 2026 in Review

Stewardship Advisors increased its SPDR Gold Trust (GLD) stake by 3.4% in Q3 2026, buying an estimated $7.82K and bringing the position to 614 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #162.

Stewardship Advisors first reported a position in GLD in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.87M in Q1 2022. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Stewardship Advisors held 614 shares of SPDR Gold Trust worth $234K as of Q3 2026.
  • Stewardship Advisors bought 20 SPDR Gold Trust shares in Q3 2026, an estimated $7.82K.
  • SPDR Gold Trust made up 0.05% of Stewardship Advisors's portfolio in Q3 2026, its #162 holding.
  • Stewardship Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 26 quarters since.
  • Stewardship Advisors's SPDR Gold Trust position peaked at $4.87M in Q1 2022.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.