Strategic Equity Management
GLD icon

Strategic Equity Management’s SPDR Gold Trust GLD Stock Holding History

Strategic Equity 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 		– Sell
-845
Closed -$311K – 45
2026
Q2 		$311K Hold
845
– – 0.1% 54
2026
Q1 		$364K Buy
845
+70
+9% +$31.3K 0.14% 50
2025
Q4 		$307K Hold
775
– – 0.1% 55
2025
Q3 		$275K Hold
775
– – 0.1% 56
2025
Q2 		$236K Buy
+775
New +$235K 0.09% 66

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

Strategic Equity Management's GLD Position: Q3 2026 in Review

Strategic Equity Management sold out of SPDR Gold Trust (GLD) in Q3 2026, closing a stake of 845 shares — an estimated $311K sold.

Strategic Equity Management first reported a position in GLD in Q2 2025 and held it in 5 quarters. The position peaked at $364K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Strategic Equity Management reported no remaining SPDR Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Strategic Equity Management sold 845 SPDR Gold Trust shares in Q3 2026, an estimated $311K.
  • Strategic Equity Management first reported a position in SPDR Gold Trust in Q2 2025 and held it in 5 quarters.
  • Strategic Equity Management's SPDR Gold Trust position peaked at $364K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Strategic Equity Management's 13F filing for Q3 2026, filed 4 Nov 2026.