Sweeney & Michel’s SPDR Gold Trust GLD Stock Holding History

Sweeney & Michel’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	$1.36M	Sell	3,558 -189	-5%	-$73.9K	0.36%	46
2026 Q2	$1.49M	Buy	3,747 +24	+0.6%	+$9.9K	0.39%	43
2026 Q1	$1.62M	Buy	3,723 +15	+0.4%	+$6.72K	0.48%	39
2025 Q4	$1.73M	Buy	3,708 +27	+0.7%	+$10.3K	0.51%	38
2025 Q3	$1.36M	Buy	3,681 +40	+1%	+$12.7K	0.46%	42
2025 Q2	$1.13M	Buy	3,641 +37	+1%	+$11.2K	0.4%	44
2025 Q1	$992K	Buy	+3,604	New	+$953K	0.43%	41
2024 Q3	$906K	Buy	3,604 +100	+3%	+$22.9K	0.36%	51
2024 Q2	$766K	Buy	3,504 +23	+0.7%	+$4.98K	0.33%	53
2024 Q1	$759K	Buy	+3,481	New	+$668K	0.34%	52
2023 Q3	$826K	Buy	4,572 +32	+0.7%	+$5.72K	0.43%	43
2023 Q2	$811K	Buy	4,540 +165	+4%	+$30.3K	0.42%	43
2023 Q1	$798K	Buy	+4,375	New	+$770K	0.43%	42

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

Sweeney & Michel's GLD Position: Q3 2026 in Review

Sweeney & Michel reduced its SPDR Gold Trust (GLD) stake by 5% in Q3 2026, selling an estimated $73.9K and leaving 3,558 shares worth $1.36M. The position accounts for 0.36% of the portfolio, ranked #46.

Sweeney & Michel first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Sweeney & Michel held 3,558 shares of SPDR Gold Trust worth $1.36M as of Q3 2026.
Sweeney & Michel sold 189 SPDR Gold Trust shares in Q3 2026, an estimated $73.9K.
SPDR Gold Trust made up 0.36% of Sweeney & Michel's portfolio in Q3 2026, its #46 holding.
Sweeney & Michel first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's SPDR Gold Trust position peaked at $1.73M in Q4 2025.
1,089 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.